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

Quadcap 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
2024
Q3 		– Sell
-4,262
Closed -$205K – 382
2024
Q2 		$205K Sell
4,262
-223
-5% -$10.4K 0.04% 365
2024
Q1 		$213K Sell
4,485
-866
-16% -$38.9K 0.05% 306
2023
Q4 		$228K Buy
+5,351
New +$227K 0.06% 290

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Quadcap Wealth Management's AMLP Position: Q3 2024 in Review

Quadcap Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 4,262 shares — an estimated $205K sold.

Quadcap Wealth Management first reported a position in AMLP in Q4 2023 and held it in 3 quarters. The position peaked at $228K in Q4 2023. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Quadcap Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 4,262 Alerian MLP ETF shares in Q3 2024, an estimated $205K.
  • Quadcap Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and held it in 3 quarters.
  • Quadcap Wealth Management's Alerian MLP ETF position peaked at $228K in Q4 2023.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Quadcap Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.