Connectus Wealth’s Alerian MLP ETF AMLP Stock Holding History

Connectus Wealth’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
2024 Q1	$217K	Sell	4,562 -245	-5%	-$11K	0.01%	354
2023 Q4	$204K	Hold	4,807	–	–	﹤0.01%	482
2023 Q3	$203K	Sell	4,807 -485	-9%	-$19.9K	﹤0.01%	468
2023 Q2	$207K	Buy	+5,292	New	+$205K	﹤0.01%	432
2023 Q1	–	Sell	-4,907	Closed	-$187K	–	433
2022 Q4	$187K	Sell	4,907 -730	-13%	-$28.7K	﹤0.01%	412
2022 Q3	$206K	Buy	+5,637	New	+$215K	﹤0.01%	481

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's AMLP Position: Q1 2024 in Review

Connectus Wealth reduced its Alerian MLP ETF (AMLP) stake by 5.1% in Q1 2024, selling an estimated $11K and leaving 4,562 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #354.

Connectus Wealth first reported a position in AMLP in Q3 2022 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

Connectus Wealth held 4,562 shares of Alerian MLP ETF worth $217K as of Q1 2024.
Connectus Wealth sold 245 Alerian MLP ETF shares in Q1 2024, an estimated $11K.
Alerian MLP ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #354 holding.
Connectus Wealth first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 6 quarters since.
639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.