HBK Sorce Advisory’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-30,000
Closed -$31K 754
2022
Q4
$31K Buy
30,000
+15,000
+100% +$629K ﹤0.01% 771
2022
Q3
$15K Buy
+15,000
New +$607K ﹤0.01% 590

Other funds holding MLPA

HBK Sorce Advisory's MLPA Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Global X MLP ETF (MLPA) in Q1 2023, closing a stake of 30,000 shares — an estimated $31K sold.

HBK Sorce Advisory first reported a position in MLPA in Q3 2022 and held it in 2 quarters. The position peaked at $31K in Q4 2022. 184 funds tracked by Wall St. Rank hold MLPA as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Global X MLP ETF position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 30,000 Global X MLP ETF shares in Q1 2023, an estimated $31K.
  • HBK Sorce Advisory first reported a position in Global X MLP ETF in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Global X MLP ETF position peaked at $31K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.