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

Sanctuary 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	$36.6K	Hold	760	–	–	0.02%	104
2024 Q3	$35.8K	Hold	760	–	–	0.03%	117
2024 Q2	$36.5K	Hold	760	–	–	0.03%	102
2024 Q1	$36.1K	Hold	760	–	–	0.03%	103
2023 Q4	$32.3K	Hold	760	–	–	0.03%	100
2023 Q3	$32.1K	Hold	760	–	–	0.04%	88
2023 Q2	$29.8K	Buy	+760	New	+$29.5K	0.03%	95
2022 Q4	$28.9K	Buy	+760	New	+$29.9K	0.03%	85

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Sanctuary Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q4 2024 at 760 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #104.

Sanctuary Wealth Management first reported a position in AMLP in Q4 2022 and has held it in 8 quarters since. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

Sanctuary Wealth Management held 760 shares of Alerian MLP ETF worth $36.6K as of Q4 2024.
Sanctuary Wealth Management left its Alerian MLP ETF share count unchanged in Q4 2024.
Alerian MLP ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #104 holding.
Sanctuary Wealth Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 8 quarters since.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.