Coppell Advisory Solutions Corp’s Alerian MLP ETF AMLP Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	–	Sell	-50	Closed	-$1.9K	–	237
2022 Q4	$1.9K	Buy	+50	New	+$1.97K	﹤0.01%	865

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 $980M AUM 9.86% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Coppell Advisory Solutions Corp's AMLP Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 50 shares — an estimated $1.9K sold.

Coppell Advisory Solutions Corp first reported a position in AMLP in Q4 2022 and held it in 1 quarter. The position peaked at $1.9K in Q4 2022. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 50 Alerian MLP ETF shares in Q1 2023, an estimated $1.9K.
Coppell Advisory Solutions Corp first reported a position in Alerian MLP ETF in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's Alerian MLP ETF position peaked at $1.9K in Q4 2022.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.