Great Valley Advisor Group’s Global X MLP ETF MLPA Stock Holding History

Great Valley Advisor Group’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 Q4	–	Sell	-6,753	Closed	-$266K	–	726
2022 Q3	$266K	Buy	6,753 +1,243	+23%	+$50.3K	0.01%	559
2022 Q2	$203K	Buy	+5,510	New	+$223K	0.01%	636

Other funds holding MLPA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

MGAM

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

Great Valley Advisor Group's MLPA Position: Q4 2022 in Review

Great Valley Advisor Group sold out of Global X MLP ETF (MLPA) in Q4 2022, closing a stake of 6,753 shares — an estimated $266K sold.

Great Valley Advisor Group first reported a position in MLPA in Q2 2022 and held it in 2 quarters. The position peaked at $266K in Q3 2022. 182 funds tracked by Wall St. Rank hold MLPA as of Q4 2022.

Great Valley Advisor Group reported no remaining Global X MLP ETF position as of Q4 2022 after selling out during the quarter.
Great Valley Advisor Group sold 6,753 Global X MLP ETF shares in Q4 2022, an estimated $266K.
Great Valley Advisor Group first reported a position in Global X MLP ETF in Q2 2022 and held it in 2 quarters.
Great Valley Advisor Group's Global X MLP ETF position peaked at $266K in Q3 2022.
182 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2022.

Based on Great Valley Advisor Group's 13F filing for Q4 2022, filed 1 Feb 2023.