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Planned Solutions’s ETRACS Alerian MLP Index ETN Series B due July 18 2042 AMUB Stock Holding History

Planned Solutions’s Portfolio AMUB Stock Details AMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-659
Closed -$11.8K – 140
2024
Q3 		$11.8K Buy
+659
New +$11.9K ﹤0.01% 432
2024
Q1 		– Sell
-659
Closed -$10.5K – 119
2023
Q4 		$10.5K Buy
+659
New +$10.4K ﹤0.01% 413
2021
Q1 		– Sell
-659
Closed -$6K – 78
2020
Q4 		$6K Hold
659
– – ﹤0.01% 360
2020
Q3 		$4K Buy
+659
New +$5.21K ﹤0.01% 282

Other funds holding AMUB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's AMUB Position: Q4 2024 in Review

Planned Solutions sold out of ETRACS Alerian MLP Index ETN Series B due July 18 2042 (AMUB) in Q4 2024, closing a stake of 659 shares — an estimated $11.8K sold.

Planned Solutions first reported a position in AMUB in Q3 2020 and held it in 4 quarters. The position peaked at $11.8K in Q3 2024. 6 funds tracked by Wall St. Rank hold AMUB as of Q4 2024.

  • Planned Solutions reported no remaining ETRACS Alerian MLP Index ETN Series B due July 18 2042 position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 659 ETRACS Alerian MLP Index ETN Series B due July 18 2042 shares in Q4 2024, an estimated $11.8K.
  • Planned Solutions first reported a position in ETRACS Alerian MLP Index ETN Series B due July 18 2042 in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's ETRACS Alerian MLP Index ETN Series B due July 18 2042 position peaked at $11.8K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN Series B due July 18 2042 as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.