Personal Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Personal Wealth 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
2022 Q2	–	Sell	-5,566	Closed	-$213K	–	6
2022 Q1	$213K	Buy	+5,566	New	+$205K	0.09%	73
2021 Q3	–	Sell	-1,685	Closed	-$61K	–	93
2021 Q2	$61K	Buy	+1,685	New	+$57.8K	0.02%	146

Other funds holding AMLP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Personal Wealth Partners's AMLP Position: Q2 2022 in Review

Personal Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q2 2022, closing a stake of 5,566 shares — an estimated $213K sold.

Personal Wealth Partners first reported a position in AMLP in Q2 2021 and held it in 2 quarters. The position peaked at $213K in Q1 2022. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

Personal Wealth Partners reported no remaining Alerian MLP ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 5,566 Alerian MLP ETF shares in Q2 2022, an estimated $213K.
Personal Wealth Partners first reported a position in Alerian MLP ETF in Q2 2021 and held it in 2 quarters.
Personal Wealth Partners's Alerian MLP ETF position peaked at $213K in Q1 2022.
505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.