Edge Capital Group’s Alerian MLP ETF AMLP Stock Holding History

Edge Capital Group’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
2024 Q4	$385K	Buy	7,993 +2,421	+43%	+$116K	0.02%	236
2024 Q3	$263K	Hold	5,572	–	–	0.01%	277
2024 Q2	$267K	Hold	5,572	–	–	0.01%	278
2024 Q1	$264K	Hold	5,572	–	–	0.01%	274
2023 Q4	$237K	Hold	5,572	–	–	0.01%	278
2023 Q3	$235K	Hold	5,572	–	–	0.02%	262
2023 Q2	$218K	Buy	+5,572	New	+$216K	0.01%	292
2019 Q4	–	Sell	-2,357	Closed	-$108K	–	230
2019 Q3	$108K	Hold	2,357	–	–	0.01%	227
2019 Q2	$116K	Hold	2,357	–	–	0.01%	251
2019 Q1	$118K	Sell	2,357 -542	-19%	-$26.6K	0.01%	232
2018 Q4	$127K	Buy	+2,899	New	+$142K	0.01%	228

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

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

AIM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Edge Capital Group's AMLP Position: Q4 2024 in Review

Edge Capital Group increased its Alerian MLP ETF (AMLP) stake by 43% in Q4 2024, buying an estimated $116K and bringing the position to 7,993 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #236.

Edge Capital Group first reported a position in AMLP in Q4 2018 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

Edge Capital Group held 7,993 shares of Alerian MLP ETF worth $385K as of Q4 2024.
Edge Capital Group bought 2,421 Alerian MLP ETF shares in Q4 2024, an estimated $116K.
Alerian MLP ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #236 holding.
Edge Capital Group first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 11 quarters since.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.