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

QP 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 Q3	$1.11M	Buy	+26,320	New	+$1.08M	1.94%	17
2022 Q1	–	Sell	-16,515	Closed	-$541K	–	72
2021 Q4	$541K	Buy	+16,515	New	+$559K	0.57%	43
2021 Q1	–	Sell	-15,680	Closed	-$402K	–	69
2020 Q4	$402K	Buy	+15,680	New	+$377K	0.44%	40
2020 Q1	–	Sell	-2,340	Closed	-$95K	–	63
2019 Q4	$95K	Buy	+2,340	New	+$98.2K	0.12%	84

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QP Wealth Management's AMLP Position: Q3 2023 in Review

QP Wealth Management opened a new position in Alerian MLP ETF (AMLP) in Q3 2023: 26,320 shares worth $1.11M. The stake represents 1.94% of the portfolio and ranks #17 among its holdings. This is a return to the name: QP Wealth Management previously reported a position in AMLP as recently as Q4 2021.

QP Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

QP Wealth Management held 26,320 shares of Alerian MLP ETF worth $1.11M as of Q3 2023.
Alerian MLP ETF was a new QP Wealth Management position in Q3 2023.
Alerian MLP ETF made up 1.94% of QP Wealth Management's portfolio in Q3 2023, its #17 holding.
QP Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 4 quarters since.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.