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Kelly Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Kelly Financial Services’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
2024
Q2 		– Sell
-21
Closed -$997 – 803
2024
Q1 		$997 Buy
+21
New +$943 ﹤0.01% 677

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelly Financial Services's AMLP Position: Q2 2024 in Review

Kelly Financial Services sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 21 shares — an estimated $997 sold.

Kelly Financial Services first reported a position in AMLP in Q1 2024 and held it in 1 quarter. The position peaked at $997 in Q1 2024. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Kelly Financial Services reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 21 Alerian MLP ETF shares in Q2 2024, an estimated $997.
  • Kelly Financial Services first reported a position in Alerian MLP ETF in Q1 2024 and held it in 1 quarter.
  • Kelly Financial Services's Alerian MLP ETF position peaked at $997 in Q1 2024.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.