Mission Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Mission 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
2021 Q2	–	Sell	-7,277	Closed	-$222K	–	490
2021 Q1	$222K	Sell	7,277 -700	-9%	-$20.4K	0.01%	414
2020 Q4	$205K	Buy	+7,977	New	+$192K	0.01%	396
2020 Q3	–	Sell	-13,188	Closed	-$325K	–	363
2020 Q2	$325K	Buy	+13,188	New	+$323K	0.03%	237
2019 Q4	–	Sell	-5,301	Closed	-$242K	–	337
2019 Q3	$242K	Sell	5,301 -1,417	-21%	-$67K	0.03%	273
2019 Q2	$331K	Sell	6,718 -346	-5%	-$17.1K	0.04%	224
2019 Q1	$354K	Buy	7,064 +155	+2%	+$7.6K	0.04%	207
2018 Q4	$302K	Buy	+6,909	New	+$339K	0.04%	199

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mission Wealth Management's AMLP Position: Q2 2021 in Review

Mission Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 7,277 shares — an estimated $222K sold.

Mission Wealth Management first reported a position in AMLP in Q4 2018 and held it in 7 quarters. The position peaked at $354K in Q1 2019. 477 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

Mission Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
Mission Wealth Management sold 7,277 Alerian MLP ETF shares in Q2 2021, an estimated $222K.
Mission Wealth Management first reported a position in Alerian MLP ETF in Q4 2018 and held it in 7 quarters.
Mission Wealth Management's Alerian MLP ETF position peaked at $354K in Q1 2019.
477 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on Mission Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.