Steph & Co’s Alerian MLP ETF AMLP Stock Holding History

Steph & Co’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	-126	Closed	-$6.07K	–	261
2024 Q4	$6.07K	Hold	126	–	–	﹤0.01%	261
2024 Q3	$5.94K	Buy	+126	New	+$5.96K	﹤0.01%	282

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

Steph & Co's AMLP Position: Q1 2025 in Review

Steph & Co sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 126 shares — an estimated $6.07K sold.

Steph & Co first reported a position in AMLP in Q3 2024 and held it in 2 quarters. The position peaked at $6.07K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Steph & Co reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Steph & Co sold 126 Alerian MLP ETF shares in Q1 2025, an estimated $6.07K.
Steph & Co first reported a position in Alerian MLP ETF in Q3 2024 and held it in 2 quarters.
Steph & Co's Alerian MLP ETF position peaked at $6.07K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Steph & Co's 13F filing for Q1 2025, filed 23 Apr 2025.