CPR Investments’s Alerian MLP ETF AMLP Stock Holding History

CPR Investments’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 Q4	–	Sell	-6,447	Closed	-$236K	–	38
2022 Q3	$236K	Buy	+6,447	New	+$245K	0.3%	26

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

CPR Investments's AMLP Position: Q4 2022 in Review

CPR Investments sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 6,447 shares — an estimated $236K sold.

CPR Investments first reported a position in AMLP in Q3 2022 and held it in 1 quarter. The position peaked at $236K in Q3 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

CPR Investments reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
CPR Investments sold 6,447 Alerian MLP ETF shares in Q4 2022, an estimated $236K.
CPR Investments first reported a position in Alerian MLP ETF in Q3 2022 and held it in 1 quarter.
CPR Investments's Alerian MLP ETF position peaked at $236K in Q3 2022.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on CPR Investments's 13F filing for Q4 2022, filed 23 Jan 2023.