Ahrens Investment Partners’s Alerian MLP ETF AMLP Stock Holding History

Ahrens Investment Partners’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	$144K	Buy	+3,725	New	+$146K	0.07%	177
2022 Q3	–	Sell	-4,281	Closed	-$147K	–	189
2022 Q2	$147K	Sell	4,281 -200	-4%	-$7.68K	0.06%	188
2022 Q1	$172K	Sell	4,481 -1,600	-26%	-$58.9K	0.05%	200
2021 Q4	$199K	Sell	6,081 -1,850	-23%	-$62.7K	0.09%	186
2021 Q3	$264K	Buy	+7,931	New	+$265K	0.13%	164
2020 Q3	–	Sell	-12,184	Closed	-$301K	–	174
2020 Q2	$301K	Buy	12,184 +1,259	+12%	+$30.9K	0.18%	103
2020 Q1	$188K	Sell	10,925 -25,493	-70%	-$864K	0.14%	113
2019 Q4	$1.55M	Sell	36,418 -13,797	-27%	-$579K	0.64%	39
2019 Q3	$2.29M	Buy	50,215 +14,980	+43%	+$708K	1.01%	30
2019 Q2	$1.74M	Buy	35,235 +3,940	+13%	+$195K	0.79%	32
2019 Q1	$1.57M	Sell	31,295 -79	-0.3%	-$3.87K	0.71%	35
2018 Q4	$1.37M	Sell	31,374 -16,940	-35%	-$831K	0.64%	38
2018 Q3	$2.58M	Buy	48,314 +40,493	+518%	+$2.18M	0.97%	31
2018 Q2	$395K	Buy	7,821 +4,656	+147%	+$236K	0.17%	88
2018 Q1	$148K	Buy	3,165 +537	+20%	+$28.7K	0.06%	149
2017 Q4	$142K	Sell	2,628 -2,120	-45%	-$113K	0.06%	153
2017 Q3	$266K	Sell	4,748 -2,160	-31%	-$123K	0.11%	109
2017 Q2	$413K	Sell	6,908 -4,828	-41%	-$294K	0.18%	78
2017 Q1	$746K	Buy	11,736 +4,770	+68%	+$306K	0.36%	58
2016 Q4	$439K	Buy	+6,966	New	+$430K	0.23%	68

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Ahrens Investment Partners's AMLP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Alerian MLP ETF (AMLP) in Q1 2023: 3,725 shares worth $144K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AMLP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AMLP in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.58M in Q3 2018. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

Ahrens Investment Partners held 3,725 shares of Alerian MLP ETF worth $144K as of Q1 2023.
Alerian MLP ETF was a new Ahrens Investment Partners position in Q1 2023.
Alerian MLP ETF made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #177 holding.
Ahrens Investment Partners first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 20 quarters since.
Ahrens Investment Partners's Alerian MLP ETF position peaked at $2.58M in Q3 2018.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.