Marks Group Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Marks Group Wealth Management’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	–	Sell	-38,829	Closed	-$1.52M	–	274
2023 Q2	$1.52M	Sell	38,829 -2,440	-6%	-$94.6K	0.18%	138
2023 Q1	$1.6M	Buy	41,269 +3,193	+8%	+$125K	0.2%	130
2022 Q4	$1.45M	Buy	38,076 +3,575	+10%	+$141K	0.2%	130
2022 Q3	$1.26M	Buy	34,501 +3,955	+13%	+$150K	0.19%	136
2022 Q2	$1.05M	Buy	30,546 +5,013	+20%	+$192K	0.15%	154
2022 Q1	$978K	Buy	+25,533	New	+$939K	0.12%	167

Other funds holding AMLP

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marks Group Wealth Management's AMLP Position: Q3 2023 in Review

Marks Group Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 38,829 shares — an estimated $1.52M sold.

Marks Group Wealth Management first reported a position in AMLP in Q1 2022 and held it in 6 quarters. The position peaked at $1.6M in Q1 2023. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Marks Group Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Marks Group Wealth Management sold 38,829 Alerian MLP ETF shares in Q3 2023, an estimated $1.52M.
Marks Group Wealth Management first reported a position in Alerian MLP ETF in Q1 2022 and held it in 6 quarters.
Marks Group Wealth Management's Alerian MLP ETF position peaked at $1.6M in Q1 2023.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.