Curran Financial Partners’s Global X MLP ETF MLPA Stock Holding History

Curran Financial Partners’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 Q2	–	Sell	-5,164	Closed	-$208K	–	62
2022 Q1	$208K	Sell	5,164 -905	-15%	-$35.2K	0.09%	72
2021 Q4	$212K	Sell	6,069 -1,709	-22%	-$61.3K	0.09%	70
2021 Q3	$278K	Sell	7,778 -1,223	-14%	-$43.2K	0.14%	48
2021 Q2	$348K	Sell	9,001 -926	-9%	-$34.1K	0.19%	51
2021 Q1	$328K	Buy	+9,927	New	+$309K	0.24%	45

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

MGAM

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

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

Curran Financial Partners's MLPA Position: Q2 2022 in Review

Curran Financial Partners sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 5,164 shares — an estimated $208K sold.

Curran Financial Partners first reported a position in MLPA in Q1 2021 and held it in 5 quarters. The position peaked at $348K in Q2 2021. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Curran Financial Partners reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Curran Financial Partners sold 5,164 Global X MLP ETF shares in Q2 2022, an estimated $208K.
Curran Financial Partners first reported a position in Global X MLP ETF in Q1 2021 and held it in 5 quarters.
Curran Financial Partners's Global X MLP ETF position peaked at $348K in Q2 2021.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Curran Financial Partners's 13F filing for Q2 2022, filed 5 Aug 2022.