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Starfox Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Starfox Financial Services’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 		$1.46M Buy
31,781
+11,133
+54% +$500K 1.23% 13
2023
Q4 		$878K Buy
+20,648
New +$876K 0.81% 15

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Starfox Financial Services's AMLP Position: Q1 2024 in Review

Starfox Financial Services increased its Alerian MLP ETF (AMLP) stake by 54% in Q1 2024, buying an estimated $500K and bringing the position to 31,781 shares worth $1.46M. The position accounts for 1.23% of the portfolio, ranked #13.

Starfox Financial Services first reported a position in AMLP in Q4 2023 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

  • Starfox Financial Services held 31,781 shares of Alerian MLP ETF worth $1.46M as of Q1 2024.
  • Starfox Financial Services bought 11,133 Alerian MLP ETF shares in Q1 2024, an estimated $500K.
  • Alerian MLP ETF made up 1.23% of Starfox Financial Services's portfolio in Q1 2024, its #13 holding.
  • Starfox Financial Services first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.