Edge Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Edge Wealth Management’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 Q1	–	Sell	-765	Closed	-$27K	–	304
2021 Q4	$27K	Sell	765 -300	-28%	-$10.8K	﹤0.01%	232
2021 Q3	$38K	Hold	1,065	–	–	0.01%	198
2021 Q2	$41K	Sell	1,065 -4,725	-82%	-$174K	0.01%	204
2021 Q1	$192K	Hold	5,790	–	–	0.04%	96
2020 Q4	$158K	Buy	5,790 +50	+0.9%	+$1.29K	0.04%	99
2020 Q3	$126K	Hold	5,740	–	–	0.03%	130
2020 Q2	$156K	Sell	5,740 -20,939	-78%	-$565K	0.03%	159
2020 Q1	$479K	Buy	+26,679	New	+$996K	0.1%	96

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

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

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

Edge Wealth Management's MLPA Position: Q1 2022 in Review

Edge Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2022, closing a stake of 765 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in MLPA in Q1 2020 and held it in 8 quarters. The position peaked at $479K in Q1 2020. 159 funds tracked by Wall St. Rank hold MLPA as of Q1 2022.

Edge Wealth Management reported no remaining Global X MLP ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 765 Global X MLP ETF shares in Q1 2022, an estimated $27K.
Edge Wealth Management first reported a position in Global X MLP ETF in Q1 2020 and held it in 8 quarters.
Edge Wealth Management's Global X MLP ETF position peaked at $479K in Q1 2020.
159 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.