American Portfolios Advisors’s Global X MLP ETF MLPA Stock Holding History

American Portfolios Advisors’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	$26.7K	Hold	676	–	–	﹤0.01%	2038
2022 Q2	$24.9K	Hold	676	–	–	﹤0.01%	2116
2022 Q1	$27.2K	Hold	676	–	–	﹤0.01%	2209
2021 Q4	$23.6K	Buy	676 +100	+17%	+$3.59K	﹤0.01%	2249
2021 Q3	$20.3K	Sell	576 -339	-37%	-$12K	﹤0.01%	2282
2021 Q2	$35.4K	Hold	915	–	–	﹤0.01%	1910
2021 Q1	$30.3K	Sell	915 -208	-19%	-$6.48K	﹤0.01%	1842
2020 Q4	$30.8K	Buy	1,123 +208	+23%	+$5.37K	﹤0.01%	1613
2020 Q3	$20.1K	Sell	915 -500	-35%	-$12.7K	﹤0.01%	1699
2020 Q2	$38.5K	Sell	1,415 -2	-0.1%	-$54	﹤0.01%	1385
2020 Q1	$26.8K	Sell	1,417 -1,250	-47%	-$46.7K	﹤0.01%	1413
2019 Q4	$126K	Buy	2,667 +167	+7%	+$7.79K	0.01%	935
2019 Q3	$126K	Hold	2,500	–	–	0.01%	897
2019 Q2	$132K	Buy	2,500 +833	+50%	+$43.9K	0.01%	873
2019 Q1	$88.7K	Buy	1,667 +167	+11%	+$8.68K	0.01%	947
2018 Q4	$69K	Buy	1,500 +167	+13%	+$8.8K	0.01%	884
2018 Q3	$76.4K	Buy	1,333 +333	+33%	+$19.4K	0.01%	939
2018 Q2	$55K	Buy	+1,000	New	+$54.7K	0.01%	1032

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 $5.7B AUM 32.06% 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

American Portfolios Advisors's MLPA Position: Q3 2022 in Review

American Portfolios Advisors held its Global X MLP ETF (MLPA) position steady in Q3 2022 at 676 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

American Portfolios Advisors first reported a position in MLPA in Q2 2018 and has held it in 18 quarters since. The position peaked at $132K in Q2 2019. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

American Portfolios Advisors held 676 shares of Global X MLP ETF worth $26.7K as of Q3 2022.
American Portfolios Advisors left its Global X MLP ETF share count unchanged in Q3 2022.
Global X MLP ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2038 holding.
American Portfolios Advisors first reported a position in Global X MLP ETF in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's Global X MLP ETF position peaked at $132K in Q2 2019.
169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.