Sheets Smith Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Sheets Smith 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
2023 Q4	–	Sell	-242	Closed	-$10.2K	–	356
2023 Q3	$10.2K	Buy	+242	New	+$9.93K	﹤0.01%	451

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sheets Smith Wealth Management's AMLP Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 242 shares — an estimated $10.2K sold.

Sheets Smith Wealth Management first reported a position in AMLP in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 242 Alerian MLP ETF shares in Q4 2023, an estimated $10.2K.
Sheets Smith Wealth Management first reported a position in Alerian MLP ETF in Q3 2023 and held it in 1 quarter.
Sheets Smith Wealth Management's Alerian MLP ETF position peaked at $10.2K in Q3 2023.
609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.