SCS Capital Management’s Alerian MLP ETF AMLP Stock Holding History

SCS Capital Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.76M	Hold	72,508	–	–	0.04%	172
2026 Q1	$3.82M	Buy	72,508 +80	+0.1%	+$4.07K	0.04%	161
2025 Q4	$3.41M	Sell	72,428 -100	-0.1%	-$4.68K	0.04%	172
2025 Q3	$3.4M	Sell	72,528 -175	-0.2%	-$8.46K	0.04%	175
2025 Q2	$3.55M	Buy	72,703 +95	+0.1%	+$4.61K	0.04%	177
2025 Q1	$3.77M	Buy	+72,608	New	+$3.73M	0.05%	142
2024 Q2	–	Sell	-64,515	Closed	-$3.06M	–	68
2024 Q1	$3.06M	Hold	64,515	–	–	0.07%	56
2023 Q4	$2.74M	Hold	64,515	–	–	0.06%	56
2023 Q3	$2.72M	Hold	64,515	–	–	0.07%	49
2023 Q2	$2.53M	Hold	64,515	–	–	0.06%	47
2023 Q1	$2.49M	Buy	64,515 +13,200	+26%	+$517K	0.07%	47
2022 Q4	$1.95M	Hold	51,315	–	–	0.06%	51
2022 Q3	$1.88M	Buy	51,315 +1,315	+3%	+$50K	0.06%	49
2022 Q2	$1.72M	Hold	50,000	–	–	0.05%	48
2022 Q1	$1.92M	Hold	50,000	–	–	0.04%	42
2021 Q4	$1.64M	Hold	50,000	–	–	0.04%	38
2021 Q3	$1.67M	Hold	50,000	–	–	0.04%	39
2021 Q2	$1.82M	Buy	+50,000	New	+$1.72M	0.03%	36

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCS Capital Management's AMLP Position: Q2 2026 in Review

SCS Capital Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 72,508 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #172.

SCS Capital Management first reported a position in AMLP in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.82M in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SCS Capital Management held 72,508 shares of Alerian MLP ETF worth $3.76M as of Q2 2026.
SCS Capital Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.04% of SCS Capital Management's portfolio in Q2 2026, its #172 holding.
SCS Capital Management first reported a position in Alerian MLP ETF in Q2 2021 and has held it in 18 quarters since.
SCS Capital Management's Alerian MLP ETF position peaked at $3.82M in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.