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Wealth Enhancement & Preservation of GA’s Alerian MLP ETF AMLP Stock Holding History

Wealth Enhancement & Preservation of GA’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
-9,614
Closed -$336K – 54
2022
Q2 		$336K Buy
+9,614
New +$369K 0.36% 42

Other funds holding AMLP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's AMLP Position: Q3 2022 in Review

Wealth Enhancement & Preservation of GA sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 9,614 shares — an estimated $336K sold.

Wealth Enhancement & Preservation of GA first reported a position in AMLP in Q2 2022 and held it in 1 quarter. The position peaked at $336K in Q2 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 9,614 Alerian MLP ETF shares in Q3 2022, an estimated $336K.
  • Wealth Enhancement & Preservation of GA first reported a position in Alerian MLP ETF in Q2 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Alerian MLP ETF position peaked at $336K in Q2 2022.
  • 514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2022, filed 19 Oct 2022.