Castle Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Castle 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 Q4	–	Sell	-519	Closed	-$19K	–	128
2022 Q3	$19K	Hold	519	–	–	0.01%	330
2022 Q2	$18K	Buy	+519	New	+$19.9K	0.01%	324

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

Castle Wealth Management's AMLP Position: Q4 2022 in Review

Castle Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 519 shares — an estimated $19K sold.

Castle Wealth Management first reported a position in AMLP in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q3 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Castle Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 519 Alerian MLP ETF shares in Q4 2022, an estimated $19K.
Castle Wealth Management first reported a position in Alerian MLP ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Alerian MLP ETF position peaked at $19K in Q3 2022.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.