Lido Advisors’s iPath Select MLP ETN ATMP Stock Holding History

Lido Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21,680	Closed	-$407K	–	1154
2022 Q4	$407K	Hold	21,680	–	–	0.01%	679
2022 Q3	$374K	Buy	+21,680	New	+$396K	﹤0.01%	646
2022 Q2	–	Sell	-21,680	Closed	-$404K	–	934
2022 Q1	$404K	Hold	21,680	–	–	﹤0.01%	678
2021 Q4	$336K	Hold	21,680	–	–	﹤0.01%	758
2021 Q3	$341K	Buy	+21,680	New	+$337K	﹤0.01%	713

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RJA

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

Lido Advisors's ATMP Position: Q1 2023 in Review

Lido Advisors sold out of iPath Select MLP ETN (ATMP) in Q1 2023, closing a stake of 21,680 shares — an estimated $407K sold.

Lido Advisors first reported a position in ATMP in Q3 2021 and held it in 5 quarters. The position peaked at $407K in Q4 2022. 18 funds tracked by Wall St. Rank hold ATMP as of Q1 2023.

Lido Advisors reported no remaining iPath Select MLP ETN position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 21,680 iPath Select MLP ETN shares in Q1 2023, an estimated $407K.
Lido Advisors first reported a position in iPath Select MLP ETN in Q3 2021 and held it in 5 quarters.
Lido Advisors's iPath Select MLP ETN position peaked at $407K in Q4 2022.
18 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.