9258 Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

9258 Wealth Management’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
2024 Q3	$419K	Buy	8,886 +35	+0.4%	+$1.66K	0.06%	227
2024 Q2	$425K	Sell	8,851 -118	-1%	-$5.51K	0.07%	217
2024 Q1	$426K	Sell	8,969 -125	-1%	-$5.62K	0.07%	217
2023 Q4	$387K	Sell	9,094 -17	-0.2%	-$721	0.07%	219
2023 Q3	$384K	Buy	9,111 +420	+5%	+$17.2K	0.07%	213
2023 Q2	$341K	Hold	8,691	–	–	0.06%	238
2023 Q1	$336K	Hold	8,691	–	–	0.07%	239
2022 Q4	$331K	Buy	8,691 +608	+8%	+$23.9K	0.07%	233
2022 Q3	$296K	Hold	8,083	–	–	0.08%	241
2022 Q2	$278K	Hold	8,083	–	–	0.07%	263
2022 Q1	$310K	Hold	8,083	–	–	0.07%	269
2021 Q4	$265K	Buy	8,083 +1,808	+29%	+$61.2K	0.06%	311
2021 Q3	$209K	Buy	6,275 +200	+3%	+$6.68K	0.06%	323
2021 Q2	$221K	Buy	+6,075	New	+$208K	0.06%	314
2020 Q2	–	Sell	-3,930	Closed	-$92K	–	285
2020 Q1	$92K	Buy	+3,930	New	+$133K	0.04%	258

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

9258 Wealth Management's AMLP Position: Q3 2024 in Review

9258 Wealth Management increased its Alerian MLP ETF (AMLP) stake by 0.4% in Q3 2024, buying an estimated $1.66K and bringing the position to 8,886 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #227.

9258 Wealth Management first reported a position in AMLP in Q1 2020 and has held it in 15 quarters since. The position peaked at $426K in Q1 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

9258 Wealth Management held 8,886 shares of Alerian MLP ETF worth $419K as of Q3 2024.
9258 Wealth Management bought 35 Alerian MLP ETF shares in Q3 2024, an estimated $1.66K.
Alerian MLP ETF made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #227 holding.
9258 Wealth Management first reported a position in Alerian MLP ETF in Q1 2020 and has held it in 15 quarters since.
9258 Wealth Management's Alerian MLP ETF position peaked at $426K in Q1 2024.
653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.