Danda Trouve Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Danda Trouve Investment Management’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 Q3	$14K	Buy	+386	New	+$14.7K	0.03%	74
2022 Q1	–	Sell	-585	Closed	-$19K	–	111
2021 Q4	$19K	Sell	585 -39	-6%	-$1.32K	0.02%	87
2021 Q3	$21K	Sell	624 -54	-8%	-$1.8K	0.03%	103
2021 Q2	$25K	Sell	678 -88	-11%	-$3.02K	0.03%	85
2021 Q1	$23K	Buy	+766	New	+$22.4K	0.03%	75

Other funds holding AMLP

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Danda Trouve Investment Management's AMLP Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in Alerian MLP ETF (AMLP) in Q3 2022: 386 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #74 among its holdings. This is a return to the name: Danda Trouve Investment Management previously reported a position in AMLP as recently as Q4 2021.

Danda Trouve Investment Management first reported a position in AMLP in Q1 2021 and has held it in 5 quarters since. The position peaked at $25K in Q2 2021. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Danda Trouve Investment Management held 386 shares of Alerian MLP ETF worth $14K as of Q3 2022.
Alerian MLP ETF was a new Danda Trouve Investment Management position in Q3 2022.
Alerian MLP ETF made up 0.03% of Danda Trouve Investment Management's portfolio in Q3 2022, its #74 holding.
Danda Trouve Investment Management first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 5 quarters since.
Danda Trouve Investment Management's Alerian MLP ETF position peaked at $25K in Q2 2021.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.