Crescent Grove Advisors’s Alerian MLP ETF AMLP Stock Holding History

Crescent Grove Advisors’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
2025 Q1	–	Sell	-267,199	Closed	-$12.9M	–	264
2024 Q4	$12.9M	Buy	+267,199	New	+$12.8M	1.28%	22
2023 Q3	–	Sell	-192,490	Closed	-$7.55M	–	275
2023 Q2	$7.55M	Buy	+192,490	New	+$7.46M	0.81%	27
2020 Q2	–	Sell	-4,571	Closed	-$79K	–	153
2020 Q1	$79K	Sell	4,571 -12,298	-73%	-$417K	0.02%	140
2019 Q4	$717K	Sell	16,869 -21,080	-56%	-$885K	0.12%	80
2019 Q3	$1.73M	Sell	37,949 -40	-0.1%	-$1.89K	0.33%	46
2019 Q2	$1.87M	Buy	37,989 +40	+0.1%	+$1.98K	0.35%	42
2019 Q1	$1.9M	Hold	37,949	–	–	0.39%	39
2018 Q4	$1.66M	Sell	37,949 -20,373	-35%	-$999K	0.35%	46
2018 Q3	$3.11M	Buy	58,322 +4,570	+9%	+$247K	0.67%	27
2018 Q2	$2.71M	Buy	53,752 +3,151	+6%	+$160K	0.67%	27
2018 Q1	$2.37M	Buy	50,601 +28,019	+124%	+$1.5M	0.58%	31
2017 Q4	$1.22M	Sell	22,582 -3,020	-12%	-$162K	0.31%	46
2017 Q3	$1.44M	Sell	25,602 -3,314	-11%	-$189K	0.37%	43
2017 Q2	$1.73M	Buy	+28,916	New	+$1.76M	0.5%	33

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

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

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

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

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

AIM

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

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

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

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

Crescent Grove Advisors's AMLP Position: Q1 2025 in Review

Crescent Grove Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 267,199 shares — an estimated $12.9M sold.

Crescent Grove Advisors first reported a position in AMLP in Q2 2017 and held it in 14 quarters. The position peaked at $12.9M in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Crescent Grove Advisors reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Crescent Grove Advisors sold 267,199 Alerian MLP ETF shares in Q1 2025, an estimated $12.9M.
Crescent Grove Advisors first reported a position in Alerian MLP ETF in Q2 2017 and held it in 14 quarters.
Crescent Grove Advisors's Alerian MLP ETF position peaked at $12.9M in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.