Claraphi Advisory Network’s Alerian MLP ETF AMLP Stock Holding History

Claraphi Advisory Network’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	$511K	Buy	13,426 +4,524	+51%	+$178K	0.2%	128
2022 Q3	$325K	Sell	8,902 -6,279	-41%	-$239K	0.18%	136
2022 Q2	$523K	Buy	15,181 +1,009	+7%	+$38.7K	0.18%	133
2022 Q1	$543K	Buy	+14,172	New	+$521K	0.16%	144
2021 Q4	–	Sell	-14,883	Closed	-$496K	–	289
2021 Q3	$496K	Buy	14,883 +353	+2%	+$11.8K	0.18%	145
2021 Q2	$529K	Sell	14,530 -473	-3%	-$16.2K	0.16%	150
2021 Q1	$458K	Buy	+15,003	New	+$438K	0.13%	168
2020 Q3	–	Sell	-14,578	Closed	-$360K	–	252
2020 Q2	$360K	Buy	14,578 +6,047	+71%	+$148K	0.15%	140
2020 Q1	$147K	Sell	8,531 -202	-2%	-$6.84K	0.07%	251
2019 Q4	$371K	Sell	8,733 -876	-9%	-$36.8K	0.23%	107
2019 Q3	$439K	Sell	9,609 -3,373	-26%	-$160K	0.27%	84
2019 Q2	$639K	Sell	12,982 -4,890	-27%	-$242K	0.37%	58
2019 Q1	$896K	Sell	17,872 -4,718	-21%	-$231K	0.56%	33
2018 Q4	$986K	Sell	22,590 -2	-0%	-$98	0.75%	26
2018 Q3	$1.21M	Buy	22,592 +1,087	+5%	+$58.6K	0.67%	32
2018 Q2	$1.09M	Buy	+21,505	New	+$1.09M	0.7%	33

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claraphi Advisory Network's AMLP Position: Q4 2022 in Review

Claraphi Advisory Network increased its Alerian MLP ETF (AMLP) stake by 51% in Q4 2022, buying an estimated $178K and bringing the position to 13,426 shares worth $511K. The position accounts for 0.2% of the portfolio, ranked #128.

Claraphi Advisory Network first reported a position in AMLP in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.21M in Q3 2018. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Claraphi Advisory Network held 13,426 shares of Alerian MLP ETF worth $511K as of Q4 2022.
Claraphi Advisory Network bought 4,524 Alerian MLP ETF shares in Q4 2022, an estimated $178K.
Alerian MLP ETF made up 0.2% of Claraphi Advisory Network's portfolio in Q4 2022, its #128 holding.
Claraphi Advisory Network first reported a position in Alerian MLP ETF in Q2 2018 and has held it in 16 quarters since.
Claraphi Advisory Network's Alerian MLP ETF position peaked at $1.21M in Q3 2018.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.