CVA Family Office’s Global X MLP ETF MLPA Stock Holding History

CVA Family Office’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 Q4	–	Sell	-150	Closed	-$3K	–	912
2021 Q3	$3K	Buy	+150	New	+$5.3K	﹤0.01%	339
2020 Q4	–	Sell	-150	Closed	-$3K	–	367
2020 Q3	$3K	Hold	150	–	–	﹤0.01%	339
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	297
2020 Q1	$3K	Buy	+150	New	+$5.6K	﹤0.01%	288

Other funds holding MLPA

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

ECM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGAM

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

CVA Family Office's MLPA Position: Q4 2021 in Review

CVA Family Office sold out of Global X MLP ETF (MLPA) in Q4 2021, closing a stake of 150 shares — an estimated $3K sold.

CVA Family Office first reported a position in MLPA in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 137 funds tracked by Wall St. Rank hold MLPA as of Q4 2021.

CVA Family Office reported no remaining Global X MLP ETF position as of Q4 2021 after selling out during the quarter.
CVA Family Office sold 150 Global X MLP ETF shares in Q4 2021, an estimated $3K.
CVA Family Office first reported a position in Global X MLP ETF in Q1 2020 and held it in 4 quarters.
CVA Family Office's Global X MLP ETF position peaked at $4K in Q2 2020.
137 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2021.

Based on CVA Family Office's 13F filing for Q4 2021, filed 25 Jan 2022.