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Realta Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Realta Investment Advisors’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
-3,384
Closed -$162K – 368
2024
Q2 		$162K Sell
3,384
-723
-18% -$33.8K 0.03% 422
2024
Q1 		$195K Sell
4,107
-1,689
-29% -$75.9K 0.04% 409
2023
Q4 		$246K Sell
5,796
-97
-2% -$4.11K 0.06% 357
2023
Q3 		$231K Hold
5,893
– – 0.05% 351
2023
Q2 		$231K Sell
5,893
-228
-4% -$8.84K 0.05% 365
2023
Q1 		$237K Buy
6,121
+1,622
+36% +$63.6K 0.06% 343
2022
Q4 		$171K Sell
4,499
-1,686
-27% -$66.3K 0.04% 416
2022
Q3 		$226K Buy
+6,185
New +$235K 0.06% 337
2020
Q2 		– Sell
-2,528
Closed -$43K – 343
2020
Q1 		$43K Sell
2,528
-246
-9% -$8.33K 0.02% 291
2019
Q4 		$107K Buy
2,774
+1,146
+70% +$48.1K 0.03% 479
2019
Q3 		$74K Buy
+1,628
New +$77K 0.02% 566
2019
Q2 		– Sell
-31
Closed -$2K – 1701
2019
Q1 		$2K Buy
+31
New +$1.52K ﹤0.01% 1198

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

Realta Investment Advisors's AMLP Position: Q3 2024 in Review

Realta Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 3,384 shares — an estimated $162K sold.

Realta Investment Advisors first reported a position in AMLP in Q1 2019 and held it in 12 quarters. The position peaked at $246K in Q4 2023. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Realta Investment Advisors reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 3,384 Alerian MLP ETF shares in Q3 2024, an estimated $162K.
  • Realta Investment Advisors first reported a position in Alerian MLP ETF in Q1 2019 and held it in 12 quarters.
  • Realta Investment Advisors's Alerian MLP ETF position peaked at $246K in Q4 2023.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.