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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Steel Grove Capital Advisors's AMLP Position: Q1 2026 in Review

Steel Grove Capital Advisors opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 4,099 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Steel Grove Capital Advisors previously reported a position in AMLP as recently as Q3 2025.

Steel Grove Capital Advisors first reported a position in AMLP in Q2 2013 and has held it in 50 quarters since. The position peaked at $20.3M in Q2 2016. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Steel Grove Capital Advisors held 4,099 shares of Alerian MLP ETF worth $216K as of Q1 2026.
  • Alerian MLP ETF was a new Steel Grove Capital Advisors position in Q1 2026.
  • Alerian MLP ETF made up 0.02% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #203 holding.
  • Steel Grove Capital Advisors first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 50 quarters since.
  • Steel Grove Capital Advisors's Alerian MLP ETF position peaked at $20.3M in Q2 2016.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.