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CPWM LLC’s Global X MLP ETF MLPA Stock Holding History

CPWM LLC’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 		$288K Buy
7,313
+67
+0.9% +$2.71K 0.03% 252
2022
Q2 		$267K Hold
7,246
– – 0.02% 327
2022
Q1 		$292K Sell
7,246
-134
-2% -$5.22K 0.02% 278
2021
Q4 		$260K Hold
7,380
– – 0.02% 301
2021
Q3 		$260K Hold
7,380
– – 0.02% 251
2021
Q2 		$285K Sell
7,380
-52
-0.7% -$1.91K 0.02% 253
2021
Q1 		$246K Buy
7,432
+7
+0.1% +$218 0.02% 290
2020
Q4 		$204K Buy
+7,425
New +$192K 0.02% 298

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
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