Sittner & Nelson’s Alerian MLP ETF AMLP Stock Holding History

Sittner & Nelson’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
2022 Q3	–	Sell	-60	Closed	-$2K	–	446
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	440
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	411
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	408
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	380
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	361
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	366
2020 Q4	$2K	Buy	+60	New	+$1.44K	﹤0.01%	382

Other funds holding AMLP

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Sittner & Nelson's AMLP Position: Q3 2022 in Review

Sittner & Nelson sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Sittner & Nelson first reported a position in AMLP in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Sittner & Nelson reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Sittner & Nelson sold 60 Alerian MLP ETF shares in Q3 2022, an estimated $2K.
Sittner & Nelson first reported a position in Alerian MLP ETF in Q4 2020 and held it in 7 quarters.
Sittner & Nelson's Alerian MLP ETF position peaked at $2K in Q2 2022.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Sittner & Nelson's 13F filing for Q3 2022, filed 14 Nov 2022.