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

Coppell Advisory Solutions’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 Q3	–	Sell	-155	Closed	-$7.44K	–	1877
2024 Q2	$7.44K	Buy	+155	New	+$7.24K	﹤0.01%	1101
2023 Q4	$2.13K	Hold	50	–	–	﹤0.01%	1284
2023 Q3	$1.9K	Hold	50	–	–	﹤0.01%	864
2023 Q2	$1.96K	Buy	+50	New	+$1.94K	﹤0.01%	1022
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

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

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

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

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

Coppell Advisory Solutions's AMLP Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 155 shares — an estimated $7.44K sold.

Coppell Advisory Solutions first reported a position in AMLP in Q4 2022 and held it in 5 quarters. The position peaked at $7.44K in Q2 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

Coppell Advisory Solutions reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 155 Alerian MLP ETF shares in Q3 2024, an estimated $7.44K.
Coppell Advisory Solutions first reported a position in Alerian MLP ETF in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's Alerian MLP ETF position peaked at $7.44K in Q2 2024.
653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.