Financial Enhancement Group’s Alerian MLP ETF AMLP Stock Holding History

Financial Enhancement Group’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	–	Sell	-16,013	Closed	-$552K	–	295
2022 Q2	$552K	Buy	16,013 +2,543	+19%	+$97.6K	0.12%	76
2022 Q1	$516K	Buy	13,470 +1,560	+13%	+$57.4K	0.1%	78
2021 Q4	$390K	Buy	11,910 +1,471	+14%	+$49.8K	0.07%	82
2021 Q3	$348K	Buy	10,439 +3,127	+43%	+$104K	0.07%	82
2021 Q2	$266K	Buy	+7,312	New	+$251K	0.05%	81
2019 Q4	–	Sell	-3	Closed	–	–	257
2019 Q3	$0	Hold	3	–	–	﹤0.01%	272
2019 Q2	$0	Hold	3	–	–	﹤0.01%	274
2019 Q1	$0	Hold	3	–	–	﹤0.01%	289
2018 Q4	$0	Hold	3	–	–	﹤0.01%	245
2018 Q3	$0	Hold	3	–	–	﹤0.01%	246
2018 Q2	$0	Hold	3	–	–	﹤0.01%	243
2018 Q1	$0	Buy	+3	New	+$160	﹤0.01%	244
2015 Q4	–	Sell	-23,781	Closed	-$1.48M	–	48
2015 Q3	$1.48M	Buy	23,781 +1,876	+9%	+$136K	0.98%	25
2015 Q2	$1.7M	Buy	+21,905	New	+$1.82M	1.07%	25

Other funds holding AMLP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Enhancement Group's AMLP Position: Q3 2022 in Review

Financial Enhancement Group sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 16,013 shares — an estimated $552K sold.

Financial Enhancement Group first reported a position in AMLP in Q2 2015 and held it in 14 quarters. The position peaked at $1.7M in Q2 2015. 513 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Financial Enhancement Group reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Financial Enhancement Group sold 16,013 Alerian MLP ETF shares in Q3 2022, an estimated $552K.
Financial Enhancement Group first reported a position in Alerian MLP ETF in Q2 2015 and held it in 14 quarters.
Financial Enhancement Group's Alerian MLP ETF position peaked at $1.7M in Q2 2015.
513 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Financial Enhancement Group's 13F filing for Q3 2022, filed 27 Oct 2022.