Orion Portfolio Solutions’s iPath Select MLP ETN ATMP Stock Holding History

Orion Portfolio Solutions’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.18M	Buy	71,103 +696	+1%	+$21.1K	0.02%	662
2024 Q4	$1.99M	Buy	70,407 +11,781	+20%	+$329K	0.02%	700
2024 Q3	$1.52M	Buy	58,626 +579	+1%	+$14.9K	0.02%	829
2024 Q2	$1.46M	Buy	58,047 +709	+1%	+$17.3K	0.02%	797
2024 Q1	$1.38M	Buy	57,338 +417	+0.7%	+$9.3K	0.01%	840
2023 Q4	$1.23M	Buy	56,921 +713	+1%	+$15.2K	0.01%	854
2023 Q3	$1.18M	Buy	56,208 +512	+0.9%	+$10.6K	0.01%	854
2023 Q2	$1.11M	Buy	55,696 +755	+1%	+$14.4K	0.01%	906
2023 Q1	$1.03M	Buy	+54,941	New	+$1.05M	0.01%	862

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BGA

Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Orion Portfolio Solutions's ATMP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iPath Select MLP ETN (ATMP) stake by 0.99% in Q1 2025, buying an estimated $21.1K and bringing the position to 71,103 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #662.

Orion Portfolio Solutions first reported a position in ATMP in Q1 2023 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold ATMP as of Q1 2025.

Orion Portfolio Solutions held 71,103 shares of iPath Select MLP ETN worth $2.18M as of Q1 2025.
Orion Portfolio Solutions bought 696 iPath Select MLP ETN shares in Q1 2025, an estimated $21.1K.
iPath Select MLP ETN made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #662 holding.
Orion Portfolio Solutions first reported a position in iPath Select MLP ETN in Q1 2023 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.