Acorn Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Acorn Wealth 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
2022 Q4	–	Sell	-5,685	Closed	-$208K	–	160
2022 Q3	$208K	Buy	+5,685	New	+$216K	0.17%	144
2022 Q2	–	Sell	-5,602	Closed	-$215K	–	163
2022 Q1	$215K	Buy	+5,602	New	+$206K	0.15%	162
2021 Q4	–	Sell	-6,955	Closed	-$232K	–	181
2021 Q3	$232K	Buy	+6,955	New	+$232K	0.16%	149
2018 Q2	–	Sell	-43	Closed	-$2K	–	530
2018 Q1	$2K	Hold	43	–	–	﹤0.01%	707
2017 Q4	$2K	Buy	+43	New	+$2.3K	﹤0.01%	681

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's AMLP Position: Q4 2022 in Review

Acorn Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 5,685 shares — an estimated $208K sold.

Acorn Wealth Advisors first reported a position in AMLP in Q4 2017 and held it in 5 quarters. The position peaked at $232K in Q3 2021. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Acorn Wealth Advisors reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 5,685 Alerian MLP ETF shares in Q4 2022, an estimated $208K.
Acorn Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 5 quarters.
Acorn Wealth Advisors's Alerian MLP ETF position peaked at $232K in Q3 2021.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Acorn Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.