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Johnson Midwest Financial’s Alerian MLP ETF AMLP Stock Holding History

Johnson Midwest Financial’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 		$33.8K Hold
800
– – 0.08% 104
2023
Q2 		$31.4K Buy
+800
New +$31K 0.03% 113

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Johnson Midwest Financial's AMLP Position: Q3 2023 in Review

Johnson Midwest Financial held its Alerian MLP ETF (AMLP) position steady in Q3 2023 at 800 shares worth $33.8K. The position accounts for 0.08% of the portfolio, ranked #104.

Johnson Midwest Financial first reported a position in AMLP in Q2 2023 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

  • Johnson Midwest Financial held 800 shares of Alerian MLP ETF worth $33.8K as of Q3 2023.
  • Johnson Midwest Financial left its Alerian MLP ETF share count unchanged in Q3 2023.
  • Alerian MLP ETF made up 0.08% of Johnson Midwest Financial's portfolio in Q3 2023, its #104 holding.
  • Johnson Midwest Financial first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.