RWM
AMLP icon

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

Reston 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
Q4 		– Sell
-27
Closed -$1.29K – 73
2024
Q3 		$1.29K Buy
+27
New +$1.28K ﹤0.01% 381

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reston Wealth Management's AMLP Position: Q4 2024 in Review

Reston Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2024, closing a stake of 27 shares — an estimated $1.29K sold.

Reston Wealth Management first reported a position in AMLP in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

  • Reston Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 27 Alerian MLP ETF shares in Q4 2024, an estimated $1.29K.
  • Reston Wealth Management first reported a position in Alerian MLP ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Alerian MLP ETF position peaked at $1.29K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.