Steel Grove Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Steel Grove Capital 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
2025 Q2	–	Sell	-20,000	Closed	-$1.04M	–	181
2025 Q1	$1.04M	Buy	+20,000	New	+$1.03M	0.16%	85

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Steel Grove Capital Advisors's AMLP Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Alerian MLP ETF (AMLP) stake by 0.07% in Q2 2026, buying an estimated $157 and bringing the position to 4,102 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #207.

Steel Grove Capital Advisors first reported a position in AMLP in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.3M in Q2 2016. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Steel Grove Capital Advisors held 4,102 shares of Alerian MLP ETF worth $213K as of Q2 2026.
Steel Grove Capital Advisors bought 3 Alerian MLP ETF shares in Q2 2026, an estimated $157.
Alerian MLP ETF made up 0.02% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #207 holding.
Steel Grove Capital Advisors first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 51 quarters since.
Steel Grove Capital Advisors's Alerian MLP ETF position peaked at $20.3M in Q2 2016.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.