Householder Group Estate & Retirement Specialist’s Alerian MLP ETF AMLP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$14.2M	Sell	293,861 -5,553	-2%	-$267K	10.58%	2
2024 Q3	$14.1M	Sell	299,414 -359	-0.1%	-$17K	4.11%	2
2024 Q2	$14.4M	Sell	299,773 -166	-0.1%	-$7.76K	4.04%	1
2024 Q1	$14.2M	Buy	299,939 +618	+0.2%	+$27.8K	4.24%	1
2023 Q4	$12.7M	Buy	299,321 +758	+0.3%	+$32.1K	4.18%	2
2023 Q3	$12.6M	Buy	+298,563	New	+$12.3M	4.54%	2
2023 Q1	$11.2M	Buy	+290,413	New	+$11.4M	4.31%	3
2022 Q4	–	Sell	-288,116	Closed	-$10.5M	–	368
2022 Q3	$10.5M	Sell	288,116 -2,312	-0.8%	-$88K	4.34%	3
2022 Q2	$10M	Sell	290,428 -273	-0.1%	-$10.5K	4.47%	4
2022 Q1	$11.1M	Buy	290,701 +15,512	+6%	+$571K	4.49%	3
2021 Q4	$9.01M	Buy	+275,189	New	+$9.32M	3.36%	6

Other funds holding AMLP

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

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

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's AMLP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Alerian MLP ETF (AMLP) stake by 1.9% in Q4 2024, selling an estimated $267K and leaving 293,861 shares worth $14.2M. The position accounts for 10.58% of the portfolio, ranked #2.

Householder Group Estate & Retirement Specialist first reported a position in AMLP in Q4 2021 and has held it in 11 quarters since. The position peaked at $14.4M in Q2 2024. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 293,861 shares of Alerian MLP ETF worth $14.2M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 5,553 Alerian MLP ETF shares in Q4 2024, an estimated $267K.
Alerian MLP ETF made up 10.58% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #2 holding.
Householder Group Estate & Retirement Specialist first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Alerian MLP ETF position peaked at $14.4M in Q2 2024.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.