GM Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

GM Advisory 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
2026 Q1	$552K	Buy	10,492 +178	+2%	+$9.06K	0.02%	220
2025 Q4	$485K	Buy	+10,314	New	+$483K	0.02%	219
2018 Q4	–	Sell	-6,000	Closed	-$320K	–	103
2018 Q3	$320K	Sell	6,000 -92	-2%	-$4.96K	0.1%	81
2018 Q2	$308K	Hold	6,092	–	–	0.09%	84
2018 Q1	$285K	Hold	6,092	–	–	0.09%	91
2017 Q4	$329K	Sell	6,092 -10,817	-64%	-$579K	0.09%	86
2017 Q3	$949K	Sell	16,909 -388	-2%	-$22.2K	0.29%	44
2017 Q2	$1.03M	Hold	17,297	–	–	0.33%	41
2017 Q1	$1.1M	Sell	17,297 -7,150	-29%	-$459K	0.38%	40
2016 Q4	$1.54M	Buy	+24,447	New	+$1.51M	0.54%	31

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

GM Advisory Group's AMLP Position: Q1 2026 in Review

GM Advisory Group increased its Alerian MLP ETF (AMLP) stake by 1.7% in Q1 2026, buying an estimated $9.06K and bringing the position to 10,492 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #220.

GM Advisory Group first reported a position in AMLP in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.54M in Q4 2016. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

GM Advisory Group held 10,492 shares of Alerian MLP ETF worth $552K as of Q1 2026.
GM Advisory Group bought 178 Alerian MLP ETF shares in Q1 2026, an estimated $9.06K.
Alerian MLP ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #220 holding.
GM Advisory Group first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 10 quarters since.
GM Advisory Group's Alerian MLP ETF position peaked at $1.54M in Q4 2016.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.