One Plus One Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

One Plus One 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 Q1	–	Sell	-24,782	Closed	-$943K	–	88
2022 Q4	$943K	Sell	24,782 -12,120	-33%	-$477K	0.66%	42
2022 Q3	$1.35M	Sell	36,902 -890	-2%	-$33.9K	1.1%	29
2022 Q2	$1.3M	Sell	37,792 -11,845	-24%	-$455K	0.99%	31
2022 Q1	$1.9M	Sell	49,637 -804	-2%	-$29.6K	1.26%	24
2021 Q4	$1.65M	Sell	50,441 -7,174	-12%	-$243K	1.14%	23
2021 Q3	$1.92M	Buy	57,615 +759	+1%	+$25.3K	1.38%	22
2021 Q2	$2.07M	Sell	56,856 -2,708	-5%	-$92.9K	1.43%	20
2021 Q1	$1.82M	Buy	+59,564	New	+$1.74M	1.42%	16

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 $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

One Plus One Wealth Management's AMLP Position: Q1 2023 in Review

One Plus One Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 24,782 shares — an estimated $943K sold.

One Plus One Wealth Management first reported a position in AMLP in Q1 2021 and held it in 8 quarters. The position peaked at $2.07M in Q2 2021. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

One Plus One Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
One Plus One Wealth Management sold 24,782 Alerian MLP ETF shares in Q1 2023, an estimated $943K.
One Plus One Wealth Management first reported a position in Alerian MLP ETF in Q1 2021 and held it in 8 quarters.
One Plus One Wealth Management's Alerian MLP ETF position peaked at $2.07M in Q2 2021.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on One Plus One Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.