Dynamic Advisor Solutions’s Global X MLP ETF MLPA Stock Holding History

Dynamic Advisor 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
2021 Q4	–	Sell	-73,501	Closed	-$2.59M	–	769
2021 Q3	$2.59M	Sell	73,501 -48,237	-40%	-$1.7M	0.2%	128
2021 Q2	$4.71M	Buy	121,738 +924	+0.8%	+$34K	0.37%	62
2021 Q1	$4M	Buy	120,814 +9,590	+9%	+$299K	0.37%	61
2020 Q4	$3.05M	Buy	+111,224	New	+$2.87M	0.29%	95
2019 Q2	–	Sell	-3,790	Closed	-$202K	–	545
2019 Q1	$202K	Buy	+3,790	New	+$197K	0.04%	378
2017 Q3	–	Sell	-52,214	Closed	-$3.42M	–	226
2017 Q2	$3.42M	Buy	+52,214	New	+$3.49M	1.32%	16

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

Dynamic Advisor Solutions's MLPA Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Global X MLP ETF (MLPA) in Q4 2021, closing a stake of 73,501 shares — an estimated $2.59M sold.

Dynamic Advisor Solutions first reported a position in MLPA in Q2 2017 and held it in 6 quarters. The position peaked at $4.71M in Q2 2021. 137 funds tracked by Wall St. Rank hold MLPA as of Q4 2021.

Dynamic Advisor Solutions reported no remaining Global X MLP ETF position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 73,501 Global X MLP ETF shares in Q4 2021, an estimated $2.59M.
Dynamic Advisor Solutions first reported a position in Global X MLP ETF in Q2 2017 and held it in 6 quarters.
Dynamic Advisor Solutions's Global X MLP ETF position peaked at $4.71M in Q2 2021.
137 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.