TrustCore Financial Services’s Alerian MLP ETF AMLP Stock Holding History

TrustCore Financial Services’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 Q4	$17.4K	Hold	457	–	–	﹤0.01%	626
2022 Q3	$17K	Buy	457 +58	+15%	+$2.21K	﹤0.01%	643
2022 Q2	$14K	Hold	399	–	–	﹤0.01%	689
2022 Q1	$15K	Hold	399	–	–	﹤0.01%	688
2021 Q4	$13K	Hold	399	–	–	﹤0.01%	651
2021 Q3	$13K	Hold	399	–	–	﹤0.01%	706
2021 Q2	$15K	Hold	399	–	–	﹤0.01%	668
2021 Q1	$12K	Hold	399	–	–	﹤0.01%	659
2020 Q4	$10K	Hold	399	–	–	﹤0.01%	671
2020 Q3	$8K	Hold	399	–	–	﹤0.01%	630
2020 Q2	$10K	Sell	399 -725	-65%	-$17.8K	﹤0.01%	616
2020 Q1	$19K	Buy	1,124 +966	+611%	+$32.7K	﹤0.01%	484
2019 Q4	$7K	Sell	158 -4,347	-96%	-$182K	﹤0.01%	683
2019 Q3	$206K	Sell	4,505 -26	-0.6%	-$1.23K	0.04%	205
2019 Q2	$223K	Buy	4,531 +150	+3%	+$7.42K	0.05%	191
2019 Q1	$220K	Buy	4,381 +50	+1%	+$2.45K	0.06%	147
2018 Q4	$189K	Sell	4,331 -5,804	-57%	-$285K	0.1%	69
2018 Q3	$541K	Buy	10,135 +19	+0.2%	+$1.02K	0.17%	75
2018 Q2	$511K	Buy	10,116 +349	+4%	+$17.7K	0.18%	74
2018 Q1	$458K	Buy	9,767 +8,800	+910%	+$470K	0.17%	77
2017 Q4	$52K	Buy	+967	New	+$51.7K	0.02%	271

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

TrustCore Financial Services's AMLP Position: Q4 2022 in Review

TrustCore Financial Services held its Alerian MLP ETF (AMLP) position steady in Q4 2022 at 457 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

TrustCore Financial Services first reported a position in AMLP in Q4 2017 and has held it in 21 quarters since. The position peaked at $541K in Q3 2018. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

TrustCore Financial Services held 457 shares of Alerian MLP ETF worth $17.4K as of Q4 2022.
TrustCore Financial Services left its Alerian MLP ETF share count unchanged in Q4 2022.
Alerian MLP ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #626 holding.
TrustCore Financial Services first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 21 quarters since.
TrustCore Financial Services's Alerian MLP ETF position peaked at $541K in Q3 2018.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.