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

Widmann 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 Q1	–	Sell	-1,087	Closed	-$35K	–	102
2021 Q4	$35K	Buy	+1,087	New	+$36.8K	0.03%	210

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Widmann Financial Services's AMLP Position: Q1 2022 in Review

Widmann Financial Services sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 1,087 shares — an estimated $35K sold.

Widmann Financial Services first reported a position in AMLP in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Widmann Financial Services reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
Widmann Financial Services sold 1,087 Alerian MLP ETF shares in Q1 2022, an estimated $35K.
Widmann Financial Services first reported a position in Alerian MLP ETF in Q4 2021 and held it in 1 quarter.
Widmann Financial Services's Alerian MLP ETF position peaked at $35K in Q4 2021.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.