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

Chicago 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
2023 Q2	–	Sell	-254,864	Closed	-$9.85M	–	41
2023 Q1	$9.85M	Buy	254,864 +20,847	+9%	+$817K	7.83%	2
2022 Q4	$8.91M	Sell	234,017 -8,139	-3%	-$320K	7.68%	5
2022 Q3	$8.85M	Buy	242,156 +21,088	+10%	+$802K	8.48%	4
2022 Q2	$7.62M	Buy	221,068 +6,044	+3%	+$232K	6.8%	8
2022 Q1	$8.23M	Buy	215,024 +35,531	+20%	+$1.31M	5.53%	7
2021 Q4	$5.88M	Buy	179,493 +15,219	+9%	+$515K	3.94%	13
2021 Q3	$5.47M	Buy	+164,274	New	+$5.48M	3.99%	13

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 $1.09B AUM 11.58% 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 $175B AUM 40.63% 1-Year Est. Return

Chicago Wealth Management's AMLP Position: Q2 2023 in Review

Chicago Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 254,864 shares — an estimated $9.85M sold.

Chicago Wealth Management first reported a position in AMLP in Q3 2021 and held it in 7 quarters. The position peaked at $9.85M in Q1 2023. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

Chicago Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
Chicago Wealth Management sold 254,864 Alerian MLP ETF shares in Q2 2023, an estimated $9.85M.
Chicago Wealth Management first reported a position in Alerian MLP ETF in Q3 2021 and held it in 7 quarters.
Chicago Wealth Management's Alerian MLP ETF position peaked at $9.85M in Q1 2023.
542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Chicago Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.