ICA Group Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

ICA Group Wealth 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
2024 Q2	$103K	Buy	2,150 +1,249	+139%	+$58.4K	0.06%	168
2024 Q1	$42.8K	Hold	901	–	–	0.01%	591
2023 Q4	$38.3K	Buy	+901	New	+$38.2K	0.01%	575
2023 Q3	–	Sell	-901	Closed	-$35.3K	–	278
2023 Q2	$35.3K	Hold	901	–	–	0.01%	572
2023 Q1	$34.8K	Hold	901	–	–	0.01%	552
2022 Q4	$34.3K	Buy	+901	New	+$35.4K	0.01%	589

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

ICA Group Wealth Management's AMLP Position: Q2 2024 in Review

ICA Group Wealth Management increased its Alerian MLP ETF (AMLP) stake by 139% in Q2 2024, buying an estimated $58.4K and bringing the position to 2,150 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #168.

ICA Group Wealth Management first reported a position in AMLP in Q4 2022 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

ICA Group Wealth Management held 2,150 shares of Alerian MLP ETF worth $103K as of Q2 2024.
ICA Group Wealth Management bought 1,249 Alerian MLP ETF shares in Q2 2024, an estimated $58.4K.
Alerian MLP ETF made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #168 holding.
ICA Group Wealth Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 6 quarters since.
647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.