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Aspen Grove Capital’s Alerian MLP ETF AMLP Stock Holding History

Aspen Grove Capital’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
Q1 		$470K Hold
8,930
– – 0.09% 101
2025
Q4 		$420K Hold
8,930
– – 0.07% 106
2025
Q3 		$419K Hold
8,930
– – 0.07% 105
2025
Q2 		$436K Buy
8,930
+1,000
+13% +$48.5K 0.07% 126
2025
Q1 		$412K Hold
7,930
– – 0.08% 128
2024
Q4 		$382K Sell
7,930
-1,660
-17% -$79.8K 0.08% 123
2024
Q3 		$452K Hold
9,590
– – 0.1% 111
2024
Q2 		$460K Hold
9,590
– – 0.11% 108
2024
Q1 		$455K Buy
+9,590
New +$431K 0.13% 101

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return