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Activest Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Activest Wealth Management’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
2023
Q1 		– Sell
-595
Closed -$24.6K – 447
2022
Q4 		$24.6K Hold
595
– – 0.01% 239
2022
Q3 		$23K Buy
+595
New +$24.1K 0.01% 242

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Activest Wealth Management's MLPA Position: Q1 2023 in Review

Activest Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2023, closing a stake of 595 shares — an estimated $24.6K sold.

Activest Wealth Management first reported a position in MLPA in Q3 2022 and held it in 2 quarters. The position peaked at $24.6K in Q4 2022. 184 funds tracked by Wall St. Rank hold MLPA as of Q1 2023.

  • Activest Wealth Management reported no remaining Global X MLP ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 595 Global X MLP ETF shares in Q1 2023, an estimated $24.6K.
  • Activest Wealth Management first reported a position in Global X MLP ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Global X MLP ETF position peaked at $24.6K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.