Icon Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Icon Wealth Partners’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 Q3	$147K	Buy	3,481 +64	+2%	+$2.63K	0.02%	324
2023 Q2	$134K	Buy	3,417 +68	+2%	+$2.64K	0.01%	366
2023 Q1	$129K	Buy	+3,349	New	+$131K	0.01%	366
2020 Q1	–	Sell	-4,092	Closed	-$174K	–	155
2019 Q4	$174K	Buy	4,092 +56	+1%	+$2.35K	0.06%	169
2019 Q3	$184K	Sell	4,036 -404	-9%	-$19.1K	0.06%	158
2019 Q2	$219K	Buy	4,440 +42	+1%	+$2.08K	0.08%	139
2019 Q1	$221K	Sell	4,398 -12,581	-74%	-$617K	0.08%	139
2018 Q4	$741K	Buy	16,979 +6,468	+62%	+$317K	0.36%	45
2018 Q3	$561K	Sell	10,511 -762	-7%	-$41.1K	0.23%	70
2018 Q2	$569K	Buy	11,273 +840	+8%	+$42.6K	0.24%	65
2018 Q1	$489K	Sell	10,433 -2,380	-19%	-$127K	0.26%	85
2017 Q4	$691K	Buy	+12,813	New	+$685K	0.34%	66

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Icon Wealth Partners's AMLP Position: Q3 2023 in Review

Icon Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q3 2023, buying an estimated $2.63K and bringing the position to 3,481 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #324.

Icon Wealth Partners first reported a position in AMLP in Q4 2017 and has held it in 12 quarters since. The position peaked at $741K in Q4 2018. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Icon Wealth Partners held 3,481 shares of Alerian MLP ETF worth $147K as of Q3 2023.
Icon Wealth Partners bought 64 Alerian MLP ETF shares in Q3 2023, an estimated $2.63K.
Alerian MLP ETF made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #324 holding.
Icon Wealth Partners first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 12 quarters since.
Icon Wealth Partners's Alerian MLP ETF position peaked at $741K in Q4 2018.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.