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

Mirabella 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
-101,860
Closed -$4.83M – 439
2024
Q1 		$4.83M Buy
+101,860
New +$4.58M 0.35% 55
2023
Q2 		– Sell
-384,482
Closed -$14.9M – 482
2023
Q1 		$14.9M Buy
+384,482
New +$15.1M 2.25% 4
2022
Q2 		– Sell
-26,321
Closed -$1.02M – 463
2022
Q1 		$1.02M Buy
+26,321
New +$968K 0.11% 165

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

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

Mirabella Financial Services sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 101,860 shares — an estimated $4.83M sold.

Mirabella Financial Services first reported a position in AMLP in Q1 2022 and held it in 3 quarters. The position peaked at $14.9M in Q1 2023. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Mirabella Financial Services reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 101,860 Alerian MLP ETF shares in Q2 2024, an estimated $4.83M.
  • Mirabella Financial Services first reported a position in Alerian MLP ETF in Q1 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Alerian MLP ETF position peaked at $14.9M in Q1 2023.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.