Sugarloaf Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Sugarloaf 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
2024 Q4	$5.78K	Buy	+120	New	+$5.77K	﹤0.01%	559
2023 Q1	–	Sell	-40	Closed	-$1.53K	–	709
2022 Q4	$1.53K	Sell	40 -1	-2%	-$39	﹤0.01%	687
2022 Q3	$2K	Buy	41 +1	+3%	+$38	﹤0.01%	697
2022 Q2	$1K	Buy	40 +1	+3%	+$38	﹤0.01%	721
2022 Q1	$1K	Hold	39	–	–	﹤0.01%	664
2021 Q4	$1K	Buy	39 +1	+3%	+$34	﹤0.01%	698
2021 Q3	$1K	Buy	38 +1	+3%	+$33	﹤0.01%	708
2021 Q2	$1K	Buy	37 +1	+3%	+$34	﹤0.01%	703
2021 Q1	$1	Sell	36 -152	-81%	-$4.44K	﹤0.01%	696
2020 Q4	$5K	Buy	188 +6	+3%	+$144	﹤0.01%	545
2020 Q3	$4K	Buy	182 +5	+3%	+$116	﹤0.01%	534
2020 Q2	$4K	Sell	177 -38	-18%	-$931	﹤0.01%	536
2020 Q1	$4K	Buy	215 +128	+147%	+$4.34K	﹤0.01%	523
2019 Q4	$4K	Buy	+87	New	+$3.65K	﹤0.01%	560

Other funds holding AMLP

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

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

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

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sugarloaf Wealth Management's AMLP Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Alerian MLP ETF (AMLP) in Q4 2024: 120 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in AMLP as recently as Q4 2022.

Sugarloaf Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 14 quarters since. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

Sugarloaf Wealth Management held 120 shares of Alerian MLP ETF worth $5.78K as of Q4 2024.
Alerian MLP ETF was a new Sugarloaf Wealth Management position in Q4 2024.
Alerian MLP ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #559 holding.
Sugarloaf Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 14 quarters since.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.