Fortis Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Fortis Capital Advisors’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
2023 Q2	–	Sell	-403	Closed	-$15.6K	–	132
2023 Q1	$15.6K	Hold	403	–	–	0.01%	423
2022 Q4	$15.4K	Buy	+403	New	+$15.8K	0.01%	437

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fortis Capital Advisors's AMLP Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 403 shares — an estimated $15.6K sold.

Fortis Capital Advisors first reported a position in AMLP in Q4 2022 and held it in 2 quarters. The position peaked at $15.6K in Q1 2023. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

Fortis Capital Advisors reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 403 Alerian MLP ETF shares in Q2 2023, an estimated $15.6K.
Fortis Capital Advisors first reported a position in Alerian MLP ETF in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's Alerian MLP ETF position peaked at $15.6K in Q1 2023.
542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.