55I LLC’s Global X MLP ETF MLPA Stock Holding History

55I LLC’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.83M	Buy	71,700 +33,925	+90%	+$1.37M	0.08%	152
2022 Q2	$1.39M	Buy	37,775 +2,786	+8%	+$113K	0.04%	212
2022 Q1	$1.41M	Buy	+34,989	New	+$1.36M	0.03%	215

Other funds holding MLPA

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

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

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

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

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

55I LLC's MLPA Position: Q3 2022 in Review

55I LLC increased its Global X MLP ETF (MLPA) stake by 90% in Q3 2022, buying an estimated $1.37M and bringing the position to 71,700 shares worth $2.83M. The position accounts for 0.08% of the portfolio, ranked #152.

55I LLC first reported a position in MLPA in Q1 2022 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

55I LLC held 71,700 shares of Global X MLP ETF worth $2.83M as of Q3 2022.
55I LLC bought 33,925 Global X MLP ETF shares in Q3 2022, an estimated $1.37M.
Global X MLP ETF made up 0.08% of 55I LLC's portfolio in Q3 2022, its #152 holding.
55I LLC first reported a position in Global X MLP ETF in Q1 2022 and has held it in 3 quarters since.
169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.