B. Riley Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

B. Riley 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
2022 Q2	$1.07M	Sell	31,031 -13,153	-30%	-$505K	0.11%	173
2022 Q1	$1.69M	Sell	44,184 -842	-2%	-$31K	0.13%	155
2021 Q4	$1.47M	Buy	45,026 +374	+0.8%	+$12.7K	0.1%	183
2021 Q3	$1.49M	Buy	44,652 +226	+0.5%	+$7.54K	0.11%	177
2021 Q2	$1.62M	Buy	44,426 +34	+0.1%	+$1.17K	0.18%	123
2021 Q1	$1.35M	Sell	44,392 -6,029	-12%	-$176K	0.16%	128
2020 Q4	$1.29M	Buy	50,421 +5,449	+12%	+$131K	0.17%	121
2020 Q3	$899K	Buy	44,972 +3,148	+8%	+$72.8K	0.11%	156
2020 Q2	$1.03M	Sell	41,824 -882	-2%	-$21.6K	0.11%	160
2020 Q1	$734K	Sell	42,706 -1,267	-3%	-$42.9K	0.08%	214
2019 Q4	$1.87M	Buy	43,973 +18,470	+72%	+$775K	0.28%	85
2019 Q3	$1.17M	Sell	25,503 -524	-2%	-$24.8K	0.2%	113
2019 Q2	$1.28M	Buy	26,027 +9,765	+60%	+$483K	0.2%	101
2019 Q1	$816K	Buy	16,262 +10,100	+164%	+$495K	0.14%	155
2018 Q4	$269K	Sell	6,162 -17,844	-74%	-$875K	0.06%	261
2018 Q3	$1.28M	Buy	+24,006	New	+$1.29M	0.32%	75
2016 Q1	$599K	Sell	10,986 -4,376	-28%	-$222K	0.9%	34
2015 Q4	$925K	Buy	15,362 +4,992	+48%	+$312K	1.18%	18
2015 Q3	$647K	Sell	10,370 -4,063	-28%	-$296K	0.92%	28
2015 Q2	$1.12M	Sell	14,433 -3,244	-18%	-$270K	0.89%	14
2015 Q1	$1.46M	Buy	17,677 +6,684	+61%	+$565K	1.1%	10
2014 Q4	$962K	Buy	10,993 +1,888	+21%	+$171K	0.79%	24
2014 Q3	$872K	Buy	9,105 +1,780	+24%	+$168K	0.65%	27
2014 Q2	$695K	Buy	7,325 +1,680	+30%	+$153K	0.45%	44
2014 Q1	$498K	Buy	+5,645	New	+$495K	0.37%	59

Other funds holding AMLP

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

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

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

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

B. Riley Wealth Management's AMLP Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 30% in Q2 2022, selling an estimated $505K and leaving 31,031 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #173.

B. Riley Wealth Management first reported a position in AMLP in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.87M in Q4 2019. 504 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

B. Riley Wealth Management held 31,031 shares of Alerian MLP ETF worth $1.07M as of Q2 2022.
B. Riley Wealth Management sold 13,153 Alerian MLP ETF shares in Q2 2022, an estimated $505K.
Alerian MLP ETF made up 0.11% of B. Riley Wealth Management's portfolio in Q2 2022, its #173 holding.
B. Riley Wealth Management first reported a position in Alerian MLP ETF in Q1 2014 and has held it in 25 quarters since.
B. Riley Wealth Management's Alerian MLP ETF position peaked at $1.87M in Q4 2019.
504 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.