Spotlight Asset Group’s Alerian MLP ETF AMLP Stock Holding History

Spotlight Asset 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 Q2	$360K	Hold	7,500	–	–	0.25%	57
2024 Q1	$356K	Hold	7,500	–	–	0.25%	59
2023 Q4	$317K	Hold	7,500	–	–	0.29%	47
2023 Q3	$317K	Buy	7,500 +1,000	+15%	+$41K	0.29%	47
2023 Q2	$255K	Buy	+6,500	New	+$252K	0.23%	53

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Spotlight Asset Group's AMLP Position: Q2 2024 in Review

Spotlight Asset Group held its Alerian MLP ETF (AMLP) position steady in Q2 2024 at 7,500 shares worth $360K. The position accounts for 0.25% of the portfolio, ranked #57.

Spotlight Asset Group first reported a position in AMLP in Q2 2023 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

Spotlight Asset Group held 7,500 shares of Alerian MLP ETF worth $360K as of Q2 2024.
Spotlight Asset Group left its Alerian MLP ETF share count unchanged in Q2 2024.
Alerian MLP ETF made up 0.25% of Spotlight Asset Group's portfolio in Q2 2024, its #57 holding.
Spotlight Asset Group first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 5 quarters since.
647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.