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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-273,947
Closed -$11.4M 108
2023
Q1
$11.4M Buy
273,947
+78,693
+40% +$3.33M 2.68% 15
2022
Q4
$8.06M Buy
+195,254
New +$8.18M 1.91% 14

Other funds holding MLPA

Affinity Wealth Management's MLPA Position: Q2 2023 in Review

Affinity Wealth Management sold out of Global X MLP ETF (MLPA) in Q2 2023, closing a stake of 273,947 shares — an estimated $11.4M sold.

Affinity Wealth Management first reported a position in MLPA in Q4 2022 and held it in 2 quarters. The position peaked at $11.4M in Q1 2023. 178 funds tracked by Wall St. Rank hold MLPA as of Q2 2023.

  • Affinity Wealth Management reported no remaining Global X MLP ETF position as of Q2 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 273,947 Global X MLP ETF shares in Q2 2023, an estimated $11.4M.
  • Affinity Wealth Management first reported a position in Global X MLP ETF in Q4 2022 and held it in 2 quarters.
  • Affinity Wealth Management's Global X MLP ETF position peaked at $11.4M in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2023.

Based on Affinity Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.