Advisory Services & Investments’s Alerian MLP ETF AMLP Stock Holding History

Advisory Services & Investments’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 Q3	–	Sell	-8,346	Closed	-$327K	–	31
2023 Q2	$327K	Hold	8,346	–	–	0.27%	27
2023 Q1	$323K	Buy	+8,346	New	+$327K	0.29%	28
2022 Q4	–	Sell	-7,623	Closed	-$279K	–	34
2022 Q3	$279K	Sell	7,623 -18,549	-71%	-$706K	0.29%	33
2022 Q2	$902K	Sell	26,172 -33,371	-56%	-$1.28M	0.86%	25
2022 Q1	$2.28M	Sell	59,543 -946	-2%	-$34.8K	1.85%	16
2021 Q4	$1.98M	Sell	60,489 -463	-0.8%	-$15.7K	1.27%	20
2021 Q3	$2.03M	Sell	60,952 -813	-1%	-$27.1K	1.33%	20
2021 Q2	$2.25M	Sell	61,765 -25,815	-29%	-$886K	1.64%	17
2021 Q1	$2.67M	Buy	+87,580	New	+$2.56M	2.17%	15

Other funds holding AMLP

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Advisory Services & Investments's AMLP Position: Q3 2023 in Review

Advisory Services & Investments sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 8,346 shares — an estimated $327K sold.

Advisory Services & Investments first reported a position in AMLP in Q1 2021 and held it in 9 quarters. The position peaked at $2.67M in Q1 2021. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Advisory Services & Investments reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Advisory Services & Investments sold 8,346 Alerian MLP ETF shares in Q3 2023, an estimated $327K.
Advisory Services & Investments first reported a position in Alerian MLP ETF in Q1 2021 and held it in 9 quarters.
Advisory Services & Investments's Alerian MLP ETF position peaked at $2.67M in Q1 2021.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Advisory Services & Investments's 13F filing for Q3 2023, filed 10 Oct 2023.