BDO Wealth Advisors’s iPath Select MLP ETN ATMP Stock Holding History

BDO Wealth Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$17.1K	Hold	856	–	–	﹤0.01%	604
2023 Q1	$16.1K	Hold	856	–	–	﹤0.01%	615
2022 Q4	$16.1K	Hold	856	–	–	﹤0.01%	612
2022 Q3	$15K	Hold	856	–	–	﹤0.01%	621
2022 Q2	$14K	Sell	856 -900	-51%	-$16.9K	﹤0.01%	622
2022 Q1	$33K	Sell	1,756 -2,200	-56%	-$38.4K	﹤0.01%	498
2021 Q4	$61K	Hold	3,956	–	–	0.01%	417
2021 Q3	$62K	Hold	3,956	–	–	0.01%	413
2021 Q2	$65K	Hold	3,956	–	–	0.01%	421
2021 Q1	$54K	Buy	+3,956	New	+$52.5K	0.01%	445

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

BDO Wealth Advisors held its iPath Select MLP ETN (ATMP) position steady in Q2 2023 at 856 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

BDO Wealth Advisors first reported a position in ATMP in Q1 2021 and has held it in 10 quarters since. The position peaked at $65K in Q2 2021. 20 funds tracked by Wall St. Rank hold ATMP as of Q2 2023.

BDO Wealth Advisors held 856 shares of iPath Select MLP ETN worth $17.1K as of Q2 2023.
BDO Wealth Advisors left its iPath Select MLP ETN share count unchanged in Q2 2023.
iPath Select MLP ETN made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #604 holding.
BDO Wealth Advisors first reported a position in iPath Select MLP ETN in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's iPath Select MLP ETN position peaked at $65K in Q2 2021.
20 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2023.

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