Reported 26,487 shares, up 2,658 (11.2%) from the prior quarter.
Reported value 30.0%; share count 11.2% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 780000 |
| 2022-03-31 | 1014000 |
| 2022-06-30 | 0 |
| 2026-03-31 | 223562 |
| 2026-06-30 | 220207 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Unchanged | 4,247 | 0 (0.0%) | 0.09% | $220,207 | 2026-08-11 | |
| Q1 2026 | New | 4,247 | +4,247 (0.0%) | 0.09% | $223,562 | 2026-05-07 | |
| Q2 2022 | Reduced | 0 | -26,487 (-100.0%) | 0 | $0 | 2022-08-09 | |
| Q1 2022 | Added | 26,487 | +2,658 (11.2%) | 0.6% | $1,014,000 | 2022-05-06 | |
| Q4 2021 | New | 23,829 | +23,829 (0.0%) | 0.44% | $780,000 | 2022-02-01 | |
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Who else reported the position
515 managers reported ALPS ETF TR ALERIAN MLP ETF for Q1 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| The Goldman Sachs Group Inc | Added | 14,607,500 | +5,136,027 | 0.12% | $559,467,000 | 8 qtrs |
| WELLS FARGO & COMPANY MN | Added | 9,525,751 | +3,562,955 | 0.09% | $364,836,000 | 8 qtrs |
| MORGAN STANLEY | Added | 7,720,076 | +1,459,575 | 0.04% | $295,680,000 | 8 qtrs |
| Creative Planning | Reduced | 5,311,313 | -81,271 | 0.32% | $203,423,000 | 8 qtrs |
| Bank of America Corporation | Reduced | 5,046,194 | -495,757 | 0.02% | $193,269,000 | 8 qtrs |
| RATIONAL ADVISORS LLC | New | 2,937,507 | +2,937,507 | 6.66% | $112,506,000 | 1 qtr |
| UBS Group AG | Added | 2,374,009 | +244,074 | 0.03% | $90,924,000 | 8 qtrs |
| JPMorgan Chase & Co | Added | 1,690,701 | +1,297,990 | < 0.01% | $64,754,000 | 8 qtrs |
| TIAA FSB | Reduced | 1,295,796 | -41,063 | 0.17% | $49,454,000 | 8 qtrs |
| LPL Financial LLC | Added | 1,189,321 | +172,287 | 0.04% | $45,551,000 | 8 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2022
- Filed
- May 06, 2022
- Filing type
- 13F-HR
- Position type
- ALERIAN MLP
Voting authority reported
- Sole
- 26,487
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.