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Impact Partnership Wealth’s Alerian MLP ETF AMLP Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-110
Closed -$4.64K – 843
2023
Q3 		$4.64K Hold
110
– – ﹤0.01% 696
2023
Q2 		$4.31K Buy
+110
New +$4.27K ﹤0.01% 522

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's AMLP Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 110 shares — an estimated $4.64K sold.

Impact Partnership Wealth first reported a position in AMLP in Q2 2023 and held it in 2 quarters. The position peaked at $4.64K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 110 Alerian MLP ETF shares in Q4 2023, an estimated $4.64K.
  • Impact Partnership Wealth first reported a position in Alerian MLP ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Alerian MLP ETF position peaked at $4.64K in Q3 2023.
  • 609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.