Lumature Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Lumature Wealth Partners’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 Q2	$15.7K	Sell	400 -71	-15%	-$2.75K	0.01%	289
2023 Q1	$18.2K	Hold	471	–	–	0.01%	279
2022 Q4	$17.9K	Hold	471	–	–	0.01%	277
2022 Q3	$17K	Hold	471	–	–	0.01%	290
2022 Q2	$16K	Hold	471	–	–	0.01%	296
2022 Q1	$18K	Hold	471	–	–	0.01%	314
2021 Q4	$15K	Hold	471	–	–	0.01%	310
2021 Q3	$16K	Hold	471	–	–	0.01%	309
2021 Q2	$17K	Hold	471	–	–	0.01%	270
2021 Q1	$14K	Buy	+471	New	+$13.8K	0.01%	274

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

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 $1.09B AUM 11.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lumature Wealth Partners's AMLP Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 15% in Q2 2023, selling an estimated $2.75K and leaving 400 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #289.

Lumature Wealth Partners first reported a position in AMLP in Q1 2021 and has held it in 10 quarters since. The position peaked at $18.2K in Q1 2023. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

Lumature Wealth Partners held 400 shares of Alerian MLP ETF worth $15.7K as of Q2 2023.
Lumature Wealth Partners sold 71 Alerian MLP ETF shares in Q2 2023, an estimated $2.75K.
Alerian MLP ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #289 holding.
Lumature Wealth Partners first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Alerian MLP ETF position peaked at $18.2K in Q1 2023.
542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.