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

FSB Premier 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
-315
Closed -$11K – 367
2021
Q4 		$11K Buy
+315
New +$11.3K ﹤0.01% 401

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSB Premier Wealth Management's MLPA Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2022, closing a stake of 315 shares — an estimated $11K sold.

FSB Premier Wealth Management first reported a position in MLPA in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 159 funds tracked by Wall St. Rank hold MLPA as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Global X MLP ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 315 Global X MLP ETF shares in Q1 2022, an estimated $11K.
  • FSB Premier Wealth Management first reported a position in Global X MLP ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Global X MLP ETF position peaked at $11K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2022.

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