AWM
AMLP icon

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

Accurate 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
2023
Q1 		– Sell
-672
Closed -$26.4K – 298
2022
Q4 		$26.4K Buy
+672
New +$26.4K 0.01% 605

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Wealth Management's AMLP Position: Q1 2023 in Review

Accurate Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 672 shares — an estimated $26.4K sold.

Accurate Wealth Management first reported a position in AMLP in Q4 2022 and held it in 1 quarter. The position peaked at $26.4K in Q4 2022. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

  • Accurate Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 672 Alerian MLP ETF shares in Q1 2023, an estimated $26.4K.
  • Accurate Wealth Management first reported a position in Alerian MLP ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Alerian MLP ETF position peaked at $26.4K in Q4 2022.
  • 545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.