Pathway Financial Advisers’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$27.4K Buy
710
+13
+2% +$510 0.01% 273
2022
Q4
$26.5K Buy
+697
New +$27.4K 0.01% 296

Other funds holding AMLP

Pathway Financial Advisers's AMLP Position: Q1 2023 in Review

Pathway Financial Advisers increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q1 2023, buying an estimated $510 and bringing the position to 710 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #273.

Pathway Financial Advisers first reported a position in AMLP in Q4 2022 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

  • Pathway Financial Advisers held 710 shares of Alerian MLP ETF worth $27.4K as of Q1 2023.
  • Pathway Financial Advisers bought 13 Alerian MLP ETF shares in Q1 2023, an estimated $510.
  • Alerian MLP ETF made up 0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #273 holding.
  • Pathway Financial Advisers first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 2 quarters since.
  • 545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.