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Summit Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Summit Financial 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
Q1 		$374K Buy
7,880
+2,590
+49% +$116K 0.13% 138
2023
Q4 		$225K Buy
+5,290
New +$224K 0.09% 178

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial Group's AMLP Position: Q1 2024 in Review

Summit Financial Group increased its Alerian MLP ETF (AMLP) stake by 49% in Q1 2024, buying an estimated $116K and bringing the position to 7,880 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #138.

Summit Financial Group 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.

  • Summit Financial Group held 7,880 shares of Alerian MLP ETF worth $374K as of Q1 2024.
  • Summit Financial Group bought 2,590 Alerian MLP ETF shares in Q1 2024, an estimated $116K.
  • Alerian MLP ETF made up 0.13% of Summit Financial Group's portfolio in Q1 2024, its #138 holding.
  • Summit Financial Group 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 Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.