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Retirement Group’s Alerian MLP ETF AMLP Stock Holding History

Retirement Group’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
Q1 		$269K Buy
5,669
+1,027
+22% +$46.1K 0.1% 94
2023
Q4 		$197K Sell
4,642
-1,474
-24% -$62.5K 0.08% 106
2023
Q3 		$258K Buy
6,116
+26
+0.4% +$1.07K 0.11% 87
2023
Q2 		$239K Buy
6,090
+27
+0.4% +$1.05K 0.1% 89
2023
Q1 		$234K Buy
6,063
+1,098
+22% +$43K 0.11% 83
2022
Q4 		$189K Buy
4,965
+2,652
+115% +$104K 0.09% 87
2022
Q3 		$85K Sell
2,313
-715
-24% -$27.2K 0.07% 91
2022
Q2 		$104K Buy
3,028
+38
+1% +$1.46K 0.04% 150
2022
Q1 		$115K Buy
2,990
+38
+1% +$1.4K 0.04% 155
2021
Q4 		$97K Sell
2,952
-155
-5% -$5.25K 0.04% 168
2021
Q3 		$104K Buy
3,107
+41
+1% +$1.37K 0.05% 160
2021
Q2 		$112K Buy
3,066
+36
+1% +$1.24K 0.05% 152
2021
Q1 		$92K Sell
3,030
-398
-12% -$11.6K 0.04% 196
2020
Q4 		$87K Buy
3,428
+67
+2% +$1.61K 0.04% 197
2020
Q3 		$67K Buy
3,361
+74
+2% +$1.71K 0.04% 215
2020
Q2 		$81K Buy
+3,287
New +$80.5K 0.05% 193
2019
Q4 		$117K Buy
+2,744
New +$115K 0.08% 152

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's AMLP Position: Q1 2024 in Review

Retirement Group increased its Alerian MLP ETF (AMLP) stake by 22% in Q1 2024, buying an estimated $46.1K and bringing the position to 5,669 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #94.

Retirement Group first reported a position in AMLP in Q4 2019 and has held it in 17 quarters since. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

  • Retirement Group held 5,669 shares of Alerian MLP ETF worth $269K as of Q1 2024.
  • Retirement Group bought 1,027 Alerian MLP ETF shares in Q1 2024, an estimated $46.1K.
  • Alerian MLP ETF made up 0.1% of Retirement Group's portfolio in Q1 2024, its #94 holding.
  • Retirement Group first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 17 quarters since.
  • 639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.