Clearstead Advisors’s Global X MLP ETF MLPA Stock Holding History

Clearstead 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
2023 Q3	–	Sell	-137	Closed	-$5.88K	–	1545
2023 Q2	$5.88K	Hold	137	–	–	﹤0.01%	1033
2023 Q1	$5.7K	Hold	137	–	–	﹤0.01%	1011
2022 Q4	$5.66K	Hold	137	–	–	﹤0.01%	969
2022 Q3	$5K	Buy	+137	New	+$5.54K	﹤0.01%	978

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clearstead Advisors's MLPA Position: Q3 2023 in Review

Clearstead Advisors sold out of Global X MLP ETF (MLPA) in Q3 2023, closing a stake of 137 shares — an estimated $5.88K sold.

Clearstead Advisors first reported a position in MLPA in Q3 2022 and held it in 4 quarters. The position peaked at $5.88K in Q2 2023. 183 funds tracked by Wall St. Rank hold MLPA as of Q3 2023.

Clearstead Advisors reported no remaining Global X MLP ETF position as of Q3 2023 after selling out during the quarter.
Clearstead Advisors sold 137 Global X MLP ETF shares in Q3 2023, an estimated $5.88K.
Clearstead Advisors first reported a position in Global X MLP ETF in Q3 2022 and held it in 4 quarters.
Clearstead Advisors's Global X MLP ETF position peaked at $5.88K in Q2 2023.
183 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.