Altus Wealth Group’s Alerian MLP ETF AMLP Stock Holding History

Altus Wealth Group’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
2021 Q2	–	Sell	-751	Closed	-$25K	–	119
2021 Q1	$25K	Sell	751 -40	-5%	-$1.17K	0.02%	134
2020 Q4	$20K	Buy	+791	New	+$19K	0.02%	363

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Altus Wealth Group's AMLP Position: Q2 2021 in Review

Altus Wealth Group sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 751 shares — an estimated $25K sold.

Altus Wealth Group first reported a position in AMLP in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 477 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

Altus Wealth Group reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
Altus Wealth Group sold 751 Alerian MLP ETF shares in Q2 2021, an estimated $25K.
Altus Wealth Group first reported a position in Alerian MLP ETF in Q4 2020 and held it in 2 quarters.
Altus Wealth Group's Alerian MLP ETF position peaked at $25K in Q1 2021.
477 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.