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

Tradition 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
2022 Q3	–	Sell	-347	Closed	-$12K	–	1184
2022 Q2	$12K	Buy	347 +6	+2%	+$230	﹤0.01%	770
2022 Q1	$13K	Buy	341 +6	+2%	+$221	﹤0.01%	823
2021 Q4	$11K	Sell	335 -370	-52%	-$12.5K	﹤0.01%	885
2021 Q3	$23K	Buy	705 +15	+2%	+$501	﹤0.01%	690
2021 Q2	$25K	Buy	690 +12	+2%	+$412	﹤0.01%	697
2021 Q1	$21K	Buy	678 +16	+2%	+$467	﹤0.01%	623
2020 Q4	$17K	Buy	+662	New	+$15.9K	﹤0.01%	617

Other funds holding AMLP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Tradition Wealth Management's AMLP Position: Q3 2022 in Review

Tradition Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 347 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in AMLP in Q4 2020 and held it in 7 quarters. The position peaked at $25K in Q2 2021. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Tradition Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 347 Alerian MLP ETF shares in Q3 2022, an estimated $12K.
Tradition Wealth Management first reported a position in Alerian MLP ETF in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Alerian MLP ETF position peaked at $25K in Q2 2021.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.