Vault-13

ALPS ETF TR AMLP

ALERIAN MLP · ETP · CUSIP 00162Q866

3 institutional holders +0 vs Q4 2022
67,37267.4k shares reported held*
$2.6mreported value*
0 new 0 added 2 reduced 0 sold out net sold ≈ $40.0k (-1.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.65.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 4Q4 22: 3Q1 23: 33Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 20224
Q4 20223
Q1 20233

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 0 bought or addedQ4 22: 3 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 2 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202203
Q1 202302

Biggest buyers

None

Biggest sellers

LeJeune Puetz Investment Counsel LLC Reduced -1,000-1.0k
Sterling Investment Advisors, Ltd. Reduced -35-35

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sterling Investment Advisors, Ltd. 0.52% of their portfolio BERWYN, PA 40,14240.1k $1.6m $1.6m 0.52% Reduced -35 -35
2 LeJeune Puetz Investment Counsel LLC 0.38% of their portfolio TRAVERSE CITY, MI 27,23027.2k $1.1m $1.1m 0.38% Reduced -1.0k -1,000
3 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $5 $5 0.00% Unchanged