Berger Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Berger Financial Group’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 Q4	–	Sell	-7,194	Closed	-$263K	–	262
2022 Q3	$263K	Buy	+7,194	New	+$274K	0.04%	200

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Berger Financial Group's AMLP Position: Q4 2022 in Review

Berger Financial Group sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 7,194 shares — an estimated $263K sold.

Berger Financial Group first reported a position in AMLP in Q3 2022 and held it in 1 quarter. The position peaked at $263K in Q3 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Berger Financial Group reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Berger Financial Group sold 7,194 Alerian MLP ETF shares in Q4 2022, an estimated $263K.
Berger Financial Group first reported a position in Alerian MLP ETF in Q3 2022 and held it in 1 quarter.
Berger Financial Group's Alerian MLP ETF position peaked at $263K in Q3 2022.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Berger Financial Group's 13F filing for Q4 2022, filed 30 Jan 2023.