Tidal Investments’s Alerian MLP ETF AMLP Stock Holding History

Tidal Investments’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	-9,559	Closed	-$375K	–	1298
2023 Q2	$375K	Hold	9,559	–	–	0.01%	948
2023 Q1	$369K	Hold	9,559	–	–	0.01%	910
2022 Q4	$364K	Hold	9,559	–	–	0.01%	763
2022 Q3	$349K	Hold	9,559	–	–	0.01%	678
2022 Q2	$329K	Hold	9,559	–	–	0.01%	740
2022 Q1	$366K	Hold	9,559	–	–	0.01%	768
2021 Q4	$313K	Hold	9,559	–	–	0.01%	756
2021 Q3	$319K	Sell	9,559 -41,035	-81%	-$1.37M	0.01%	663
2021 Q2	$1.84M	Buy	50,594 +41,035	+429%	+$1.41M	0.07%	176
2021 Q1	$292K	Hold	9,559	–	–	0.01%	437
2020 Q4	$245K	Buy	+9,559	New	+$230K	0.02%	354
2020 Q2	–	Sell	-9,275	Closed	-$159K	–	304
2020 Q1	$159K	Buy	9,275 +2,172	+31%	+$73.6K	0.05%	214
2019 Q4	$301K	Buy	7,103 +3,101	+77%	+$130K	0.13%	142
2019 Q3	$182K	Hold	4,002	–	–	0.08%	176
2019 Q2	$197K	Buy	+4,002	New	+$198K	0.11%	118

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

Tidal Investments's AMLP Position: Q3 2023 in Review

Tidal Investments sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 9,559 shares — an estimated $375K sold.

Tidal Investments first reported a position in AMLP in Q2 2019 and held it in 15 quarters. The position peaked at $1.84M in Q2 2021. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Tidal Investments reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Tidal Investments sold 9,559 Alerian MLP ETF shares in Q3 2023, an estimated $375K.
Tidal Investments first reported a position in Alerian MLP ETF in Q2 2019 and held it in 15 quarters.
Tidal Investments's Alerian MLP ETF position peaked at $1.84M in Q2 2021.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Tidal Investments's 13F filing for Q3 2023, filed 15 Nov 2023.