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Wetzel Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-108
Closed -$5.13K – 157
2024
Q2 		$5.13K Hold
108
– – ﹤0.01% 583
2024
Q1 		$5.01K Hold
108
– – ﹤0.01% 675
2023
Q4 		$5K Buy
+108
New +$4.58K ﹤0.01% 666

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wetzel Investment Advisors's AMLP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 108 shares — an estimated $5.13K sold.

Wetzel Investment Advisors first reported a position in AMLP in Q4 2023 and held it in 3 quarters. The position peaked at $5.13K in Q2 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 108 Alerian MLP ETF shares in Q3 2024, an estimated $5.13K.
  • Wetzel Investment Advisors first reported a position in Alerian MLP ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Alerian MLP ETF position peaked at $5.13K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.