MAP
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Milestone Advisory Partners’s Alerian MLP ETF AMLP Stock Holding History

Milestone Advisory 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
Q3 		$254K Buy
+6,009
New +$247K 0.21% 58

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Milestone Advisory Partners's AMLP Position: Q3 2023 in Review

Milestone Advisory Partners opened a new position in Alerian MLP ETF (AMLP) in Q3 2023: 6,009 shares worth $254K. The stake represents 0.21% of the portfolio and ranks #58 among its holdings.

565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

  • Milestone Advisory Partners held 6,009 shares of Alerian MLP ETF worth $254K as of Q3 2023.
  • Alerian MLP ETF was a new Milestone Advisory Partners position in Q3 2023.
  • Alerian MLP ETF made up 0.21% of Milestone Advisory Partners's portfolio in Q3 2023, its #58 holding.
  • 565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.