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

Focus Partners 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
2023 Q1	–	Sell	-10,643	Closed	-$439K	–	379
2022 Q4	$439K	Buy	10,643 +456	+4%	+$19.1K	0.03%	209
2022 Q3	$402K	Buy	+10,187	New	+$412K	0.02%	250

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Focus Partners Advisor Solutions's MLPA Position: Q1 2023 in Review

Focus Partners Advisor Solutions sold out of Global X MLP ETF (MLPA) in Q1 2023, closing a stake of 10,643 shares — an estimated $439K sold.

Focus Partners Advisor Solutions first reported a position in MLPA in Q3 2022 and held it in 2 quarters. The position peaked at $439K in Q4 2022. 184 funds tracked by Wall St. Rank hold MLPA as of Q1 2023.

Focus Partners Advisor Solutions reported no remaining Global X MLP ETF position as of Q1 2023 after selling out during the quarter.
Focus Partners Advisor Solutions sold 10,643 Global X MLP ETF shares in Q1 2023, an estimated $439K.
Focus Partners Advisor Solutions first reported a position in Global X MLP ETF in Q3 2022 and held it in 2 quarters.
Focus Partners Advisor Solutions's Global X MLP ETF position peaked at $439K in Q4 2022.
184 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2023, filed 15 May 2023.