Great Valley Advisor Group’s Alerian MLP ETF AMLP Stock Holding History

Great Valley Advisor 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	$572K	Buy	10,858 +78	+0.7%	+$3.97K	0.01%	648
2025 Q4	$507K	Buy	10,780 +347	+3%	+$16.2K	0.01%	625
2025 Q3	$490K	Buy	10,433 +417	+4%	+$20.2K	0.01%	630
2025 Q2	$489K	Buy	10,016 +3,081	+44%	+$149K	0.01%	611
2025 Q1	$360K	Buy	6,935 +2,006	+41%	+$103K	0.01%	670
2024 Q4	$237K	Buy	4,929 +6	+0.1%	+$288	0.01%	761
2024 Q3	$232K	Buy	4,923 +6	+0.1%	+$284	0.01%	759
2024 Q2	$236K	Buy	4,917 +6	+0.1%	+$280	0.01%	708
2024 Q1	$233K	Buy	+4,911	New	+$221K	0.01%	667
2019 Q2	–	Sell	-22,256	Closed	-$1.12M	–	330
2019 Q1	$1.12M	Buy	22,256 +21,860	+5,520%	+$1.07M	0.36%	81
2018 Q4	$2.07M	Buy	+396	New	+$19.4K	0.77%	28

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

Great Valley Advisor Group's AMLP Position: Q1 2026 in Review

Great Valley Advisor Group increased its Alerian MLP ETF (AMLP) stake by 0.72% in Q1 2026, buying an estimated $3.97K and bringing the position to 10,858 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #648.

Great Valley Advisor Group first reported a position in AMLP in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.07M in Q4 2018. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Great Valley Advisor Group held 10,858 shares of Alerian MLP ETF worth $572K as of Q1 2026.
Great Valley Advisor Group bought 78 Alerian MLP ETF shares in Q1 2026, an estimated $3.97K.
Alerian MLP ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #648 holding.
Great Valley Advisor Group first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 11 quarters since.
Great Valley Advisor Group's Alerian MLP ETF position peaked at $2.07M in Q4 2018.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.