Coppell Advisory Solutions’s Global X MLP ETF MLPA Stock Holding History

Coppell Advisory Solutions’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 Q4	$7.04K	Hold	159	–	–	﹤0.01%	1025
2023 Q3	$6.57K	Hold	159	–	–	﹤0.01%	676
2023 Q2	$6.79K	Buy	+159	New	+$6.68K	﹤0.01%	782
2023 Q1	–	Sell	-159	Closed	-$6.57K	–	722
2022 Q4	$6.57K	Buy	+159	New	+$6.66K	﹤0.01%	679

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MGAM

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

Coppell Advisory Solutions's MLPA Position: Q4 2023 in Review

Coppell Advisory Solutions held its Global X MLP ETF (MLPA) position steady in Q4 2023 at 159 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Coppell Advisory Solutions first reported a position in MLPA in Q4 2022 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold MLPA as of Q4 2023.

Coppell Advisory Solutions held 159 shares of Global X MLP ETF worth $7.04K as of Q4 2023.
Coppell Advisory Solutions left its Global X MLP ETF share count unchanged in Q4 2023.
Global X MLP ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1025 holding.
Coppell Advisory Solutions first reported a position in Global X MLP ETF in Q4 2022 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.