Bison Wealth’s Global X MLP ETF MLPA Stock Holding History

Bison Wealth’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
2021 Q3	–	Sell	-5	Closed	–	–	483
2021 Q2	$0	Hold	5	–	–	﹤0.01%	479
2021 Q1	$0	Hold	5	–	–	﹤0.01%	475
2020 Q4	$0	Hold	5	–	–	﹤0.01%	415
2020 Q3	$0	Buy	+5	New	+$127	﹤0.01%	382

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MGAM

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Bison Wealth's MLPA Position: Q3 2021 in Review

Bison Wealth sold out of Global X MLP ETF (MLPA) in Q3 2021, closing a stake of 5 shares.

Bison Wealth first reported a position in MLPA in Q3 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2021. 132 funds tracked by Wall St. Rank hold MLPA as of Q3 2021.

Bison Wealth reported no remaining Global X MLP ETF position as of Q3 2021 after selling out during the quarter.
Bison Wealth sold 5 Global X MLP ETF shares in Q3 2021.
Bison Wealth first reported a position in Global X MLP ETF in Q3 2020 and held it in 4 quarters.
Bison Wealth's Global X MLP ETF position peaked at $0 in Q2 2021.
132 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2021.

Based on Bison Wealth's 13F filing for Q3 2021, filed 3 Nov 2021.