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

Gould 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
2022 Q2	–	Sell	-5,172	Closed	-$208K	–	151
2022 Q1	$208K	Buy	+5,172	New	+$201K	0.06%	134
2021 Q3	–	Sell	-5,387	Closed	-$208K	–	149
2021 Q2	$208K	Sell	5,387 -895	-14%	-$32.9K	0.06%	143
2021 Q1	$208K	Buy	+6,282	New	+$196K	0.06%	143
2020 Q2	–	Sell	-4,233	Closed	-$80K	–	137
2020 Q1	$80K	Sell	4,233 -2,413	-36%	-$90.1K	0.03%	121
2019 Q4	$314K	Buy	+6,646	New	+$310K	0.1%	105

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Gould Asset Management's MLPA Position: Q2 2022 in Review

Gould Asset Management sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 5,172 shares — an estimated $208K sold.

Gould Asset Management first reported a position in MLPA in Q4 2019 and held it in 5 quarters. The position peaked at $314K in Q4 2019. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Gould Asset Management reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Gould Asset Management sold 5,172 Global X MLP ETF shares in Q2 2022, an estimated $208K.
Gould Asset Management first reported a position in Global X MLP ETF in Q4 2019 and held it in 5 quarters.
Gould Asset Management's Global X MLP ETF position peaked at $314K in Q4 2019.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Gould Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.