BDO Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

BDO Wealth 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 Q2	$30.7K	Hold	783	–	–	﹤0.01%	510
2023 Q1	$30.3K	Sell	783 -2,447	-76%	-$95.9K	﹤0.01%	510
2022 Q4	$123K	Hold	3,230	–	–	0.02%	308
2022 Q3	$118K	Hold	3,230	–	–	0.02%	309
2022 Q2	$111K	Hold	3,230	–	–	0.01%	312
2022 Q1	$124K	Sell	3,230 -300	-8%	-$11K	0.01%	314
2021 Q4	$116K	Hold	3,530	–	–	0.01%	336
2021 Q3	$118K	Sell	3,530 -928	-21%	-$31K	0.01%	340
2021 Q2	$162K	Hold	4,458	–	–	0.02%	318
2021 Q1	$136K	Buy	4,458 +4,408	+8,816%	+$129K	0.02%	332
2020 Q4	$1K	Buy	+50	New	+$1.2K	﹤0.01%	813
2018 Q2	–	Sell	-300	Closed	-$14K	–	641
2018 Q1	$14K	Sell	300 -200	-40%	-$10.7K	0.01%	359
2017 Q4	$27K	Sell	500 -100	-17%	-$5.35K	0.01%	252
2017 Q3	$34K	Sell	600 -200	-25%	-$11.4K	0.02%	221
2017 Q2	$48K	Buy	+800	New	+$48.8K	0.02%	237

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BDO Wealth Advisors's AMLP Position: Q2 2023 in Review

BDO Wealth Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2023 at 783 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

BDO Wealth Advisors first reported a position in AMLP in Q2 2017 and has held it in 15 quarters since. The position peaked at $162K in Q2 2021. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

BDO Wealth Advisors held 783 shares of Alerian MLP ETF worth $30.7K as of Q2 2023.
BDO Wealth Advisors left its Alerian MLP ETF share count unchanged in Q2 2023.
Alerian MLP ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #510 holding.
BDO Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's Alerian MLP ETF position peaked at $162K in Q2 2021.
542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.