B. Riley Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

B. Riley Wealth 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	–	Sell	-9,674	Closed	-$357K	–	1497
2022 Q2	$357K	Hold	9,674	–	–	0.02%	797
2022 Q1	$390K	Buy	9,674 +750	+8%	+$29.2K	0.01%	893
2021 Q4	$313K	Hold	8,924	–	–	0.01%	1043
2021 Q3	$315K	Hold	8,924	–	–	0.01%	1014
2021 Q2	$345K	Buy	+8,924	New	+$328K	0.01%	945

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

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

B. Riley Wealth Advisors's MLPA Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 9,674 shares — an estimated $357K sold.

B. Riley Wealth Advisors first reported a position in MLPA in Q2 2021 and held it in 5 quarters. The position peaked at $390K in Q1 2022. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

B. Riley Wealth Advisors reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,674 Global X MLP ETF shares in Q3 2022, an estimated $357K.
B. Riley Wealth Advisors first reported a position in Global X MLP ETF in Q2 2021 and held it in 5 quarters.
B. Riley Wealth Advisors's Global X MLP ETF position peaked at $390K in Q1 2022.
169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.