Independent Solutions Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Independent Solutions 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
2023 Q4	–	Sell	-13,052	Closed	-$551K	–	168
2023 Q3	$551K	Buy	13,052 +2,865	+28%	+$118K	0.14%	122
2023 Q2	$399K	Buy	10,187 +2,054	+25%	+$79.7K	0.1%	144
2023 Q1	$314K	Buy	8,133 +590	+8%	+$23.1K	0.09%	154
2022 Q4	$287K	Hold	7,543	–	–	0.09%	168
2022 Q3	$276K	Buy	+7,543	New	+$287K	0.09%	168

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

Independent Solutions Wealth Management's AMLP Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 13,052 shares — an estimated $551K sold.

Independent Solutions Wealth Management first reported a position in AMLP in Q3 2022 and held it in 5 quarters. The position peaked at $551K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 13,052 Alerian MLP ETF shares in Q4 2023, an estimated $551K.
Independent Solutions Wealth Management first reported a position in Alerian MLP ETF in Q3 2022 and held it in 5 quarters.
Independent Solutions Wealth Management's Alerian MLP ETF position peaked at $551K in Q3 2023.
609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.