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Allworth Financial’s Global X MLP ETF MLPA Stock Holding History

Allworth Financial’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 		– Sell
-448
Closed -$17K – 2928
2022
Q2 		$17K Hold
448
– – ﹤0.01% 1308
2022
Q1 		$18K Buy
+448
New +$17.4K ﹤0.01% 1303

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
Wells Fargo
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
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
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

Allworth Financial's MLPA Position: Q3 2022 in Review

Allworth Financial sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 448 shares — an estimated $17K sold.

Allworth Financial first reported a position in MLPA in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

  • Allworth Financial reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
  • Allworth Financial sold 448 Global X MLP ETF shares in Q3 2022, an estimated $17K.
  • Allworth Financial first reported a position in Global X MLP ETF in Q1 2022 and held it in 2 quarters.
  • Allworth Financial's Global X MLP ETF position peaked at $18K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.