Ahrens Investment Partners’s Global X MLP ETF MLPA Stock Holding History

Ahrens Investment Partners’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	$16.6K	Buy	+400	New	+$16.9K	0.01%	504
2022 Q3	–	Sell	-1,166	Closed	-$43K	–	614
2022 Q2	$43K	Hold	1,166	–	–	0.02%	357
2022 Q1	$47K	Hold	1,166	–	–	0.01%	406
2021 Q4	$41K	Buy	+1,166	New	+$41.8K	0.02%	446
2020 Q2	–	Sell	-3,566	Closed	-$67K	–	171
2020 Q1	$67K	Hold	3,566	–	–	0.05%	127
2019 Q4	$169K	Hold	3,566	–	–	0.07%	152
2019 Q3	$179K	Buy	3,566 +66	+2%	+$3.4K	0.08%	148
2019 Q2	$185K	Hold	3,500	–	–	0.08%	149
2019 Q1	$186K	Hold	3,500	–	–	0.08%	149
2018 Q4	$161K	Buy	+3,500	New	+$184K	0.08%	148

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Ahrens Investment Partners's MLPA Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Global X MLP ETF (MLPA) in Q1 2023: 400 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MLPA as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MLPA in Q4 2018 and has held it in 10 quarters since. The position peaked at $186K in Q1 2019. 184 funds tracked by Wall St. Rank hold MLPA as of Q1 2023.

Ahrens Investment Partners held 400 shares of Global X MLP ETF worth $16.6K as of Q1 2023.
Global X MLP ETF was a new Ahrens Investment Partners position in Q1 2023.
Global X MLP ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #504 holding.
Ahrens Investment Partners first reported a position in Global X MLP ETF in Q4 2018 and has held it in 10 quarters since.
Ahrens Investment Partners's Global X MLP ETF position peaked at $186K in Q1 2019.
184 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.