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All Season Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

All Season Financial 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
2023
Q4 		– Sell
-27,004
Closed -$1.14M – 98
2023
Q3 		$1.14M Buy
+27,004
New +$1.11M 1.15% 23
2023
Q2 		– Sell
-62,805
Closed -$2.43M – 97
2023
Q1 		$2.43M Buy
62,805
+30,158
+92% +$1.18M 2.2% 14
2022
Q4 		$1.24M Buy
+32,647
New +$1.28M 1.1% 26
2021
Q3 		– Sell
-83,378
Closed -$3.04M – 117
2021
Q2 		$3.04M Buy
+83,378
New +$2.86M 2.18% 14

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

All Season Financial Advisors's AMLP Position: Q4 2023 in Review

All Season Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 27,004 shares — an estimated $1.14M sold.

All Season Financial Advisors first reported a position in AMLP in Q2 2021 and held it in 4 quarters. The position peaked at $3.04M in Q2 2021. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

  • All Season Financial Advisors reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 27,004 Alerian MLP ETF shares in Q4 2023, an estimated $1.14M.
  • All Season Financial Advisors first reported a position in Alerian MLP ETF in Q2 2021 and held it in 4 quarters.
  • All Season Financial Advisors's Alerian MLP ETF position peaked at $3.04M in Q2 2021.
  • 609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on All Season Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.