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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 		$1.07K Sell
31,031
-13,153
-30% -$505K ﹤0.01% 291
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 		$1.28K 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
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 $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

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. 505 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 $1.07K 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 ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #291 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.
  • 505 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.