Family Asset Management’s Global X MLP ETF MLPA Stock Holding History

Family Asset 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
2024 Q2	–	Sell	-14,570	Closed	-$703K	–	214
2024 Q1	$703K	Buy	14,570 +10,404	+250%	+$480K	0.44%	54
2023 Q4	$185K	Sell	4,166 -507	-11%	-$22.6K	0.12%	106
2023 Q3	$208K	Sell	4,673 -5,492	-54%	-$241K	0.15%	93
2023 Q2	$436K	Sell	10,165 -13,784	-58%	-$579K	0.29%	66
2023 Q1	$996K	Sell	23,949 -9,997	-29%	-$423K	0.73%	38
2022 Q4	$1.4M	Buy	+33,946	New	+$1.42M	1.16%	22

Other funds holding MLPA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ECM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Family Asset Management's MLPA Position: Q2 2024 in Review

Family Asset Management sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 14,570 shares — an estimated $703K sold.

Family Asset Management first reported a position in MLPA in Q4 2022 and held it in 6 quarters. The position peaked at $1.4M in Q4 2022. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

Family Asset Management reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
Family Asset Management sold 14,570 Global X MLP ETF shares in Q2 2024, an estimated $703K.
Family Asset Management first reported a position in Global X MLP ETF in Q4 2022 and held it in 6 quarters.
Family Asset Management's Global X MLP ETF position peaked at $1.4M in Q4 2022.
215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Family Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.