Castleview Partners’s Alerian MLP ETF AMLP Stock Holding History

Castleview Partners’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	$500K	Buy	9,504 +1,972	+26%	+$100K	0.26%	88
2025 Q4	$354K	Sell	7,532 -116	-2%	-$5.43K	0.18%	120
2025 Q3	$359K	Buy	7,648 +1,857	+32%	+$89.8K	0.19%	105
2025 Q2	$283K	Buy	5,791 +365	+7%	+$17.7K	0.18%	136
2025 Q1	$282K	Sell	5,426 -6,157	-53%	-$316K	0.19%	132
2024 Q4	$564K	Buy	11,583 +6,352	+121%	+$305K	0.3%	81
2024 Q3	$247K	Buy	5,231 +2,073	+66%	+$98K	0.14%	153
2024 Q2	$152K	Sell	3,158 -129	-4%	-$6.03K	0.09%	197
2024 Q1	$156K	Sell	3,287 -2,362	-42%	-$106K	0.09%	203
2023 Q4	$240K	Sell	5,649 -3,367	-37%	-$143K	0.17%	124
2023 Q3	$380K	Sell	9,016 -245	-3%	-$10.1K	0.35%	60
2023 Q2	$363K	Buy	9,261 +174	+2%	+$6.75K	0.33%	67
2023 Q1	$351K	Buy	9,087 +20	+0.2%	+$784	0.31%	78
2022 Q4	$345K	Sell	9,067 -108	-1%	-$4.25K	0.34%	73
2022 Q3	$335K	Sell	9,175 -1,944	-17%	-$74K	0.32%	74
2022 Q2	$233K	Sell	11,119 -2,231	-17%	-$85.6K	0.19%	120
2022 Q1	$511K	Sell	13,350 -805,870	-98%	-$29.6M	0.32%	60
2021 Q4	$25K	Buy	+819,220	New	+$27.7M	0.2%	47
2021 Q2	$985K	Buy	+27,061	New	+$929K	0.43%	45
2018 Q1	$145K	Buy	+3,094	New	+$165K	0.12%	111

Other funds holding AMLP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Castleview Partners's AMLP Position: Q1 2026 in Review

Castleview Partners increased its Alerian MLP ETF (AMLP) stake by 26% in Q1 2026, buying an estimated $100K and bringing the position to 9,504 shares worth $500K. The position accounts for 0.26% of the portfolio, ranked #88.

Castleview Partners first reported a position in AMLP in Q1 2018 and has held it in 20 quarters since. The position peaked at $985K in Q2 2021. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Castleview Partners held 9,504 shares of Alerian MLP ETF worth $500K as of Q1 2026.
Castleview Partners bought 1,972 Alerian MLP ETF shares in Q1 2026, an estimated $100K.
Alerian MLP ETF made up 0.26% of Castleview Partners's portfolio in Q1 2026, its #88 holding.
Castleview Partners first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 20 quarters since.
Castleview Partners's Alerian MLP ETF position peaked at $985K in Q2 2021.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.