Aries Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Aries Wealth Management’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	-10,800	Closed	-$340K	–	184
2021 Q1	$340K	Hold	10,800	–	–	0.15%	124
2020 Q4	$300K	Hold	10,800	–	–	0.15%	125
2020 Q3	$216K	Hold	10,800	–	–	0.12%	133
2020 Q2	$267K	Hold	10,800	–	–	0.16%	114
2020 Q1	$192K	Buy	10,800 +100	+0.9%	+$3.39K	0.15%	122
2019 Q4	$472K	Buy	10,700 +300	+3%	+$12.6K	0.29%	83
2019 Q3	$459K	Buy	10,400 +4,100	+65%	+$194K	0.31%	81
2019 Q2	$317K	Hold	6,300	–	–	0.22%	103
2019 Q1	$316K	Sell	6,300 -250	-4%	-$12.3K	0.24%	97
2018 Q4	$286K	Buy	6,550 +4,250	+185%	+$208K	0.3%	84
2018 Q3	$123K	Hold	2,300	–	–	0.11%	129
2018 Q2	$126K	Hold	2,300	–	–	0.12%	130
2018 Q1	$111K	Buy	+2,300	New	+$123K	0.11%	122

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aries Wealth Management's AMLP Position: Q2 2021 in Review

Aries Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 10,800 shares — an estimated $340K sold.

Aries Wealth Management first reported a position in AMLP in Q1 2018 and held it in 13 quarters. The position peaked at $472K in Q4 2019. 478 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

Aries Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
Aries Wealth Management sold 10,800 Alerian MLP ETF shares in Q2 2021, an estimated $340K.
Aries Wealth Management first reported a position in Alerian MLP ETF in Q1 2018 and held it in 13 quarters.
Aries Wealth Management's Alerian MLP ETF position peaked at $472K in Q4 2019.
478 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on Aries Wealth Management's 13F filing for Q2 2021, filed 14 Jul 2021.