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Wealthstar Advisors’s Alerian MLP ETF AMLP Stock Holding History

Wealthstar Advisors’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
Q2 		$1.61M Buy
+33,621
New +$1.57M 1.31% 14
2020
Q1 		– Sell
-2,500
Closed -$107K – 65
2019
Q4 		$107K Buy
+2,500
New +$105K 0.07% 68

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthstar Advisors's AMLP Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in Alerian MLP ETF (AMLP) in Q2 2024: 33,621 shares worth $1.61M. The stake represents 1.31% of the portfolio and ranks #14 among its holdings. This is a return to the name: Wealthstar Advisors previously reported a position in AMLP as recently as Q4 2019.

Wealthstar Advisors first reported a position in AMLP in Q4 2019 and has held it in 2 quarters since. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Wealthstar Advisors held 33,621 shares of Alerian MLP ETF worth $1.61M as of Q2 2024.
  • Alerian MLP ETF was a new Wealthstar Advisors position in Q2 2024.
  • Alerian MLP ETF made up 1.31% of Wealthstar Advisors's portfolio in Q2 2024, its #14 holding.
  • Wealthstar Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 2 quarters since.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.