Joseph P. Lucia & Associates’s Alerian MLP ETF AMLP Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-100	Closed	-$3K	–	115
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	367
2022 Q1	$4K	Buy	+100	New	+$3.68K	﹤0.01%	364
2021 Q4	–	Sell	-100	Closed	-$3K	–	140
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	471
2021 Q2	$4K	Sell	100 -76	-43%	-$2.61K	﹤0.01%	452
2021 Q1	$5K	Sell	176 -180	-51%	-$5.26K	﹤0.01%	415
2020 Q4	$9K	Buy	+356	New	+$8.55K	0.01%	343
2020 Q3	–	Sell	-356	Closed	-$9K	–	102
2020 Q2	$9K	Hold	356	–	–	0.01%	318
2020 Q1	$6K	Buy	+356	New	+$12.1K	0.01%	322
2019 Q4	–	Sell	-356	Closed	-$16K	–	443
2019 Q3	$16K	Sell	356 -57	-14%	-$2.7K	0.02%	262
2019 Q2	$20K	Sell	413 -3,771	-90%	-$187K	0.02%	242
2019 Q1	$2.06K	Buy	+4,184	New	+$205K	0.15%	85

Other funds holding AMLP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Joseph P. Lucia & Associates's AMLP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in AMLP in Q1 2019 and held it in 11 quarters. The position peaked at $20K in Q2 2019. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 Alerian MLP ETF shares in Q3 2022, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in Alerian MLP ETF in Q1 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Alerian MLP ETF position peaked at $20K in Q2 2019.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.