Creative Financial Designs’s Alerian MLP ETF AMLP Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-572	Closed	-$19K	–	1250
2021 Q4	$19K	Hold	572	–	–	﹤0.01%	766
2021 Q3	$19K	Hold	572	–	–	﹤0.01%	869
2021 Q2	$21K	Hold	572	–	–	﹤0.01%	836
2021 Q1	$17K	Sell	572 -243	-30%	-$7.1K	﹤0.01%	813
2020 Q4	$21K	Sell	815 -200	-20%	-$4.81K	﹤0.01%	702
2020 Q3	$20K	Buy	1,015 +248	+32%	+$5.74K	﹤0.01%	656
2020 Q2	$19K	Buy	+767	New	+$18.8K	0.01%	609
2019 Q1	–	Sell	-300	Closed	-$13K	–	559
2018 Q4	$13K	Sell	300 -194	-39%	-$9.52K	0.01%	330
2018 Q3	$26K	Buy	494 +2	+0.4%	+$108	0.01%	301
2018 Q2	$25K	Sell	492 -198	-29%	-$10K	0.01%	321
2018 Q1	$32K	Buy	690 +1	+0.1%	+$53	0.02%	272
2017 Q4	$37K	Buy	689 +2	+0.3%	+$107	0.03%	246
2017 Q3	$39K	Sell	687 -170	-20%	-$9.72K	0.02%	261
2017 Q2	$51K	Buy	857 +138	+19%	+$8.41K	0.03%	232
2017 Q1	$46K	Sell	719 -109	-13%	-$7K	0.03%	242
2016 Q4	$52K	Buy	+828	New	+$51.2K	0.04%	224

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Creative Financial Designs's AMLP Position: Q1 2022 in Review

Creative Financial Designs sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 572 shares — an estimated $19K sold.

Creative Financial Designs first reported a position in AMLP in Q4 2016 and held it in 16 quarters. The position peaked at $52K in Q4 2016. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Creative Financial Designs reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 572 Alerian MLP ETF shares in Q1 2022, an estimated $19K.
Creative Financial Designs first reported a position in Alerian MLP ETF in Q4 2016 and held it in 16 quarters.
Creative Financial Designs's Alerian MLP ETF position peaked at $52K in Q4 2016.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.