Wipfli Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Wipfli Financial 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
2022 Q3	$19K	Buy	+522	New	+$19.9K	﹤0.01%	1585

Other funds holding AMLP

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wipfli Financial Advisors's AMLP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Alerian MLP ETF (AMLP) in Q3 2022: 522 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings.

514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Wipfli Financial Advisors held 522 shares of Alerian MLP ETF worth $19K as of Q3 2022.
Alerian MLP ETF was a new Wipfli Financial Advisors position in Q3 2022.
Alerian MLP ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1585 holding.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.