Oxbow Advisors’s Alerian MLP ETF AMLP Stock Holding History

Oxbow Advisors’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	$23.9M	Buy	453,356 +227,096	+100%	+$11.6M	2.03%	7
2025 Q4	$10.6M	Buy	226,260 +23,904	+12%	+$1.12M	0.94%	21
2025 Q3	$9.5M	Buy	202,356 +20,800	+11%	+$1.01M	0.88%	21
2025 Q2	$8.87M	Buy	181,556 +18,475	+11%	+$896K	0.97%	22
2025 Q1	$8.47M	Buy	163,081 +5,942	+4%	+$305K	0.89%	24
2024 Q4	$7.57M	Buy	157,139 +125,748	+401%	+$6.04M	0.89%	28
2024 Q3	$1.48M	Buy	31,391 +9,966	+47%	+$471K	0.15%	95
2024 Q2	$1.03M	Buy	21,425 +17,139	+400%	+$801K	0.12%	97
2024 Q1	$203K	Sell	4,286 -81,364	-95%	-$3.65M	0.03%	205
2023 Q4	$3.64M	Buy	+85,650	New	+$3.63M	0.55%	47

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

Oxbow Advisors's AMLP Position: Q1 2026 in Review

Oxbow Advisors increased its Alerian MLP ETF (AMLP) stake by 100% in Q1 2026, buying an estimated $11.6M and bringing the position to 453,356 shares worth $23.9M. The position accounts for 2.03% of the portfolio, ranked #7.

Oxbow Advisors first reported a position in AMLP in Q4 2023 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Oxbow Advisors held 453,356 shares of Alerian MLP ETF worth $23.9M as of Q1 2026.
Oxbow Advisors bought 227,096 Alerian MLP ETF shares in Q1 2026, an estimated $11.6M.
Alerian MLP ETF made up 2.03% of Oxbow Advisors's portfolio in Q1 2026, its #7 holding.
Oxbow Advisors first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 10 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.