Curi RMB Capital’s Alerian MLP ETF AMLP Stock Holding History

Curi RMB 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	$824K	Sell	15,648 -50	-0.3%	-$2.55K	0.01%	484
2025 Q4	$738K	Buy	15,698 +4,991	+47%	+$234K	0.01%	523
2025 Q3	$502K	Sell	10,707 -1,002	-9%	-$48.5K	0.01%	514
2025 Q2	$572K	Buy	+11,709	New	+$568K	0.01%	493
2019 Q4	–	Sell	-37,597	Closed	-$1.72M	–	653
2019 Q3	$1.72M	Buy	37,597 +18,080	+93%	+$855K	0.05%	320
2019 Q2	$961K	Sell	19,517 -13,029	-40%	-$644K	0.02%	422
2019 Q1	$1.63M	Buy	32,546 +5,577	+21%	+$273K	0.04%	384
2018 Q4	$1.18M	Buy	+26,969	New	+$1.32M	0.03%	466
2018 Q3	–	Sell	-24,768	Closed	-$1.25M	–	884
2018 Q2	$1.25M	Sell	24,768 -30,155	-55%	-$1.53M	0.03%	455
2018 Q1	$2.57M	Buy	54,923 +16,194	+42%	+$866K	0.07%	343
2017 Q4	$2.09M	Buy	38,729 +22,280	+135%	+$1.19M	0.05%	371
2017 Q3	$923K	Buy	16,449 +13,556	+469%	+$775K	0.02%	442
2017 Q2	$173K	Buy	2,893 +300	+12%	+$18.3K	0.01%	681
2017 Q1	$165K	Buy	+2,593	New	+$167K	0.01%	526
2016 Q2	–	Sell	-2,909	Closed	-$159K	–	443
2016 Q1	$159K	Buy	+2,909	New	+$148K	0.01%	366
2015 Q4	–	Sell	-132,490	Closed	-$8.27M	–	441
2015 Q3	$8.27M	Buy	+132,490	New	+$9.64M	0.55%	58
2015 Q2	–	Sell	-6,105	Closed	-$506K	–	464
2015 Q1	$506K	Buy	6,105 +2,282	+60%	+$193K	0.03%	329
2014 Q4	$335K	Sell	3,823 -6,891	-64%	-$625K	0.02%	375
2014 Q3	$1.03M	Buy	+10,714	New	+$1.01M	0.06%	286

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

Curi RMB Capital's AMLP Position: Q1 2026 in Review

Curi RMB Capital reduced its Alerian MLP ETF (AMLP) stake by 0.32% in Q1 2026, selling an estimated $2.55K and leaving 15,648 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #484.

Curi RMB Capital first reported a position in AMLP in Q3 2014 and has held it in 19 quarters since. The position peaked at $8.27M in Q3 2015. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Curi RMB Capital held 15,648 shares of Alerian MLP ETF worth $824K as of Q1 2026.
Curi RMB Capital sold 50 Alerian MLP ETF shares in Q1 2026, an estimated $2.55K.
Alerian MLP ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #484 holding.
Curi RMB Capital first reported a position in Alerian MLP ETF in Q3 2014 and has held it in 19 quarters since.
Curi RMB Capital's Alerian MLP ETF position peaked at $8.27M in Q3 2015.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.