Ground Swell Capital’s Alerian MLP ETF AMLP Stock Holding History

Ground Swell 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
2025 Q1	–	Sell	-5,224	Closed	-$252K	–	162
2024 Q4	$252K	Buy	+5,224	New	+$251K	0.38%	66

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

Ground Swell Capital's AMLP Position: Q1 2025 in Review

Ground Swell Capital sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 5,224 shares — an estimated $252K sold.

Ground Swell Capital first reported a position in AMLP in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Ground Swell Capital reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 5,224 Alerian MLP ETF shares in Q1 2025, an estimated $252K.
Ground Swell Capital first reported a position in Alerian MLP ETF in Q4 2024 and held it in 1 quarter.
Ground Swell Capital's Alerian MLP ETF position peaked at $252K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.