Golden Green’s Global X MLP ETF MLPA Stock Holding History

Golden Green’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 Q3	$3.8M	Buy	85,166 +2,463	+3%	+$108K	3.9%	5
2023 Q2	$3.55M	Sell	82,703 -23,521	-22%	-$988K	3.84%	3
2023 Q1	$4.42M	Sell	106,224 -71,675	-40%	-$3.03M	5.18%	3
2022 Q4	$7.35M	Buy	177,899 +3,143	+2%	+$132K	7.58%	2
2022 Q3	$6.89M	Sell	174,756 -47,124	-21%	-$1.91M	7.44%	2
2022 Q2	$8.18M	Buy	221,880 +4,468	+2%	+$181K	8.56%	3
2022 Q1	$8.76M	Buy	217,412 +85,875	+65%	+$3.34M	7.2%	4
2021 Q4	$4.6M	Sell	131,537 -5,791	-4%	-$208K	3.7%	4
2021 Q3	$4.84M	Sell	137,328 -37,686	-22%	-$1.33M	3.78%	4
2021 Q2	$6.76M	Buy	175,014 +79,625	+83%	+$2.93M	5.18%	4
2021 Q1	$3.15M	Buy	+95,389	New	+$2.97M	2.72%	3

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Golden Green's MLPA Position: Q3 2023 in Review

Golden Green increased its Global X MLP ETF (MLPA) stake by 3% in Q3 2023, buying an estimated $108K and bringing the position to 85,166 shares worth $3.8M. The position accounts for 3.9% of the portfolio, ranked #5.

Golden Green first reported a position in MLPA in Q1 2021 and has held it in 11 quarters since. The position peaked at $8.76M in Q1 2022. 183 funds tracked by Wall St. Rank hold MLPA as of Q3 2023.

Golden Green held 85,166 shares of Global X MLP ETF worth $3.8M as of Q3 2023.
Golden Green bought 2,463 Global X MLP ETF shares in Q3 2023, an estimated $108K.
Global X MLP ETF made up 3.9% of Golden Green's portfolio in Q3 2023, its #5 holding.
Golden Green first reported a position in Global X MLP ETF in Q1 2021 and has held it in 11 quarters since.
Golden Green's Global X MLP ETF position peaked at $8.76M in Q1 2022.
183 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.