Strategies Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Strategies Wealth Advisors’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 Q3	–	Sell	-32,209	Closed	-$1.26M	–	79
2023 Q2	$1.26M	Buy	32,209 +699	+2%	+$27.1K	0.26%	39
2023 Q1	$1.22M	Buy	31,510 +588	+2%	+$23.1K	0.27%	38
2022 Q4	$1.18M	Buy	+30,922	New	+$1.22M	0.29%	37
2022 Q2	$1.03M	Buy	29,807 +14,667	+97%	+$563K	0.29%	40
2022 Q1	$580K	Sell	15,140 -61,494	-80%	-$2.26M	0.16%	51
2021 Q4	$2.51M	Buy	+76,634	New	+$2.6M	0.7%	26

Other funds holding AMLP

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategies Wealth Advisors's AMLP Position: Q3 2023 in Review

Strategies Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 32,209 shares — an estimated $1.26M sold.

Strategies Wealth Advisors first reported a position in AMLP in Q4 2021 and held it in 6 quarters. The position peaked at $2.51M in Q4 2021. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Strategies Wealth Advisors reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Strategies Wealth Advisors sold 32,209 Alerian MLP ETF shares in Q3 2023, an estimated $1.26M.
Strategies Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2021 and held it in 6 quarters.
Strategies Wealth Advisors's Alerian MLP ETF position peaked at $2.51M in Q4 2021.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Strategies Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.