Stonegate Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Stonegate Investment Group’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 Q3	$633K	Buy	13,493 +2,123	+19%	+$103K	0.01%	222
2025 Q2	$556K	Buy	11,370 +333	+3%	+$16.1K	0.01%	234
2025 Q1	$573K	Hold	11,037	–	–	0.02%	201
2024 Q4	$532K	Hold	11,037	–	–	0.01%	208
2024 Q3	$520K	Hold	11,037	–	–	0.01%	226
2024 Q2	$530K	Hold	11,037	–	–	0.02%	221
2024 Q1	$524K	Hold	11,037	–	–	0.02%	212
2023 Q4	$469K	Hold	11,037	–	–	0.02%	215
2023 Q3	$466K	Hold	11,037	–	–	0.02%	207
2023 Q2	$433K	Hold	11,037	–	–	0.02%	214
2023 Q1	$427K	Hold	11,037	–	–	0.02%	218
2022 Q4	$420K	Hold	11,037	–	–	0.02%	215
2022 Q3	$404K	Hold	11,037	–	–	0.02%	199
2022 Q2	$380K	Buy	+11,037	New	+$424K	0.02%	211

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 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

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

Stonegate Investment Group's AMLP Position: Q3 2025 in Review

Stonegate Investment Group increased its Alerian MLP ETF (AMLP) stake by 19% in Q3 2025, buying an estimated $103K and bringing the position to 13,493 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #222.

Stonegate Investment Group first reported a position in AMLP in Q2 2022 and has held it in 14 quarters since. 731 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Stonegate Investment Group held 13,493 shares of Alerian MLP ETF worth $633K as of Q3 2025.
Stonegate Investment Group bought 2,123 Alerian MLP ETF shares in Q3 2025, an estimated $103K.
Alerian MLP ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #222 holding.
Stonegate Investment Group first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 14 quarters since.
731 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.