CMG Global Holdings’s Alerian MLP ETF AMLP Stock Holding History

CMG Global Holdings’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 Q2	–	Sell	-7,826	Closed	-$300K	–	79
2022 Q1	$300K	Buy	7,826 +183	+2%	+$6.73K	0.24%	70
2021 Q4	$250K	Buy	7,643 +209	+3%	+$7.08K	0.16%	78
2021 Q3	$248K	Buy	7,434 +40	+0.5%	+$1.33K	0.19%	76
2021 Q2	$269K	Hold	7,394	–	–	0.2%	77
2021 Q1	$226K	Buy	+7,394	New	+$216K	0.2%	79

Other funds holding AMLP

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

CMG Global Holdings's AMLP Position: Q2 2022 in Review

CMG Global Holdings sold out of Alerian MLP ETF (AMLP) in Q2 2022, closing a stake of 7,826 shares — an estimated $300K sold.

CMG Global Holdings first reported a position in AMLP in Q1 2021 and held it in 5 quarters. The position peaked at $300K in Q1 2022. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

CMG Global Holdings reported no remaining Alerian MLP ETF position as of Q2 2022 after selling out during the quarter.
CMG Global Holdings sold 7,826 Alerian MLP ETF shares in Q2 2022, an estimated $300K.
CMG Global Holdings first reported a position in Alerian MLP ETF in Q1 2021 and held it in 5 quarters.
CMG Global Holdings's Alerian MLP ETF position peaked at $300K in Q1 2022.
505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on CMG Global Holdings's 13F filing for Q2 2022, filed 5 Aug 2022.