Clearstead Advisors’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-153
Closed -$5.93K 1369
2023
Q1
$5.91K Buy
+153
New +$6K ﹤0.01% 1007
2017
Q3
Sell
-3,069
Closed -$184K 250
2017
Q2
$184K Buy
+3,069
New +$187K 0.03% 229

Other funds holding AMLP

Clearstead Advisors's AMLP Position: Q2 2023 in Review

Clearstead Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 153 shares — an estimated $5.93K sold.

Clearstead Advisors first reported a position in AMLP in Q2 2017 and held it in 2 quarters. The position peaked at $184K in Q2 2017. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

  • Clearstead Advisors reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
  • Clearstead Advisors sold 153 Alerian MLP ETF shares in Q2 2023, an estimated $5.93K.
  • Clearstead Advisors first reported a position in Alerian MLP ETF in Q2 2017 and held it in 2 quarters.
  • Clearstead Advisors's Alerian MLP ETF position peaked at $184K in Q2 2017.
  • 542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.