Avestar Capital’s Global X MLP ETF MLPA Stock Holding History

Avestar Capital’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 Q2	–	Sell	-25,112	Closed	-$1.01M	–	367
2022 Q1	$1.01M	Buy	+25,112	New	+$978K	0.16%	129
2020 Q1	–	Sell	-3,083	Closed	-$145K	–	184
2019 Q4	$145K	Buy	+3,083	New	+$144K	0.08%	158
2018 Q1	–	Sell	-554	Closed	-$32K	–	903
2017 Q4	$32K	Buy	+554	New	+$32.4K	0.02%	295

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 $4.62B AUM 25.58% 1-Year Est. Return

MGAM

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

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

Avestar Capital's MLPA Position: Q2 2022 in Review

Avestar Capital sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 25,112 shares — an estimated $1.01M sold.

Avestar Capital first reported a position in MLPA in Q4 2017 and held it in 3 quarters. The position peaked at $1.01M in Q1 2022. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Avestar Capital reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 25,112 Global X MLP ETF shares in Q2 2022, an estimated $1.01M.
Avestar Capital first reported a position in Global X MLP ETF in Q4 2017 and held it in 3 quarters.
Avestar Capital's Global X MLP ETF position peaked at $1.01M in Q1 2022.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.