Fortis Advisors’s Global X MLP ETF MLPA Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-83	Closed	-$3.45K	–	185
2023 Q1	$3.45K	Buy	+83	New	+$3.51K	﹤0.01%	235

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

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

Fortis Advisors's MLPA Position: Q2 2023 in Review

Fortis Advisors sold out of Global X MLP ETF (MLPA) in Q2 2023, closing a stake of 83 shares — an estimated $3.45K sold.

Fortis Advisors first reported a position in MLPA in Q1 2023 and held it in 1 quarter. The position peaked at $3.45K in Q1 2023. 178 funds tracked by Wall St. Rank hold MLPA as of Q2 2023.

Fortis Advisors reported no remaining Global X MLP ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 83 Global X MLP ETF shares in Q2 2023, an estimated $3.45K.
Fortis Advisors first reported a position in Global X MLP ETF in Q1 2023 and held it in 1 quarter.
Fortis Advisors's Global X MLP ETF position peaked at $3.45K in Q1 2023.
178 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.