Osaic Holdings’s iPath Select MLP ETN ATMP Stock Holding History

Osaic Holdings’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 Q4	–	Sell	-4,875	Closed	-$140K	–	7851
2025 Q3	$140K	Buy	4,875 +3,730	+326%	+$108K	﹤0.01%	4504
2025 Q2	$35.1K	Buy	+1,145	New	+$33K	﹤0.01%	5294
2025 Q1	–	Sell	-13,883	Closed	-$393K	–	7444
2024 Q4	$393K	Buy	13,883 +892	+7%	+$24.9K	﹤0.01%	3007
2024 Q3	$337K	Buy	12,991 +1,060	+9%	+$27.2K	﹤0.01%	3214
2024 Q2	$299K	Buy	+11,931	New	+$291K	﹤0.01%	3223
2022 Q2	–	Sell	-1,420	Closed	-$27K	–	7320
2022 Q1	$27K	Buy	+1,420	New	+$24.8K	﹤0.01%	5485
2021 Q2	–	Sell	-1,224	Closed	-$17K	–	6981
2021 Q1	$17K	Sell	1,224 -725	-37%	-$9.61K	﹤0.01%	5578
2020 Q4	$23K	Hold	1,949	–	–	﹤0.01%	5056
2020 Q3	$18K	Buy	1,949 +728	+60%	+$7.56K	﹤0.01%	4964
2020 Q2	$13K	Sell	1,221 -279	-19%	-$3.05K	﹤0.01%	5027
2020 Q1	$11K	Buy	+1,500	New	+$21.6K	﹤0.01%	4936

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

BGA

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

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Osaic Holdings's ATMP Position: Q4 2025 in Review

Osaic Holdings sold out of iPath Select MLP ETN (ATMP) in Q4 2025, closing a stake of 4,875 shares — an estimated $140K sold.

Osaic Holdings first reported a position in ATMP in Q1 2020 and held it in 11 quarters. The position peaked at $393K in Q4 2024. 32 funds tracked by Wall St. Rank hold ATMP as of Q4 2025.

Osaic Holdings reported no remaining iPath Select MLP ETN position as of Q4 2025 after selling out during the quarter.
Osaic Holdings sold 4,875 iPath Select MLP ETN shares in Q4 2025, an estimated $140K.
Osaic Holdings first reported a position in iPath Select MLP ETN in Q1 2020 and held it in 11 quarters.
Osaic Holdings's iPath Select MLP ETN position peaked at $393K in Q4 2024.
32 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.