ASB Consultores’s Global X MLP ETF MLPA Stock Holding History

ASB Consultores’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 Q4	–	Sell	-27,512	Closed	-$1.08M	–	199
2022 Q3	$1.08M	Hold	27,512	–	–	0.51%	27
2022 Q2	$1.01M	Buy	27,512 +9	+0%	+$365	0.44%	24
2022 Q1	$1.11M	Hold	27,503	–	–	0.47%	27
2021 Q4	$962K	Buy	+27,503	New	+$987K	0.48%	31

Other funds holding MLPA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

ASB Consultores's MLPA Position: Q4 2022 in Review

ASB Consultores sold out of Global X MLP ETF (MLPA) in Q4 2022, closing a stake of 27,512 shares — an estimated $1.08M sold.

ASB Consultores first reported a position in MLPA in Q4 2021 and held it in 4 quarters. The position peaked at $1.11M in Q1 2022. 182 funds tracked by Wall St. Rank hold MLPA as of Q4 2022.

ASB Consultores reported no remaining Global X MLP ETF position as of Q4 2022 after selling out during the quarter.
ASB Consultores sold 27,512 Global X MLP ETF shares in Q4 2022, an estimated $1.08M.
ASB Consultores first reported a position in Global X MLP ETF in Q4 2021 and held it in 4 quarters.
ASB Consultores's Global X MLP ETF position peaked at $1.11M in Q1 2022.
182 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2022.

Based on ASB Consultores's 13F filing for Q4 2022, filed 13 Feb 2023.