Gainplan’s Alerian MLP ETF AMLP Stock Holding History

Gainplan’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	-5,997	Closed	-$232K	–	46
2023 Q1	$232K	Buy	5,997 +682	+13%	+$26.7K	0.15%	34
2022 Q4	$202K	Buy	+5,315	New	+$209K	0.48%	35
2022 Q2	–	Sell	-5,434	Closed	-$208K	–	39
2022 Q1	$208K	Sell	5,434 -782	-13%	-$28.8K	0.16%	46
2021 Q4	$204K	Sell	6,216 -1,300	-17%	-$44K	0.09%	57
2021 Q3	$246K	Sell	7,516 -3,521	-32%	-$118K	0.11%	47
2021 Q2	$407K	Sell	11,037 -9,377	-46%	-$322K	0.16%	50
2021 Q1	$621K	Buy	+20,414	New	+$596K	0.28%	28

Other funds holding AMLP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Gainplan's AMLP Position: Q2 2023 in Review

Gainplan sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 5,997 shares — an estimated $232K sold.

Gainplan first reported a position in AMLP in Q1 2021 and held it in 7 quarters. The position peaked at $621K in Q1 2021. 541 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

Gainplan reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
Gainplan sold 5,997 Alerian MLP ETF shares in Q2 2023, an estimated $232K.
Gainplan first reported a position in Alerian MLP ETF in Q1 2021 and held it in 7 quarters.
Gainplan's Alerian MLP ETF position peaked at $621K in Q1 2021.
541 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Gainplan's 13F filing for Q2 2023, filed 8 Aug 2023.