Herold Advisors’s Global X MLP ETF MLPA Stock Holding History

Herold Advisors’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	-5,000	Closed	-$202K	–	476
2022 Q1	$202K	Buy	+5,000	New	+$195K	0.07%	196
2021 Q4	–	Sell	-5,000	Closed	-$176K	–	464
2021 Q3	$176K	Buy	+5,000	New	+$177K	0.07%	215

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

Herold Advisors's MLPA Position: Q2 2022 in Review

Herold Advisors sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 5,000 shares — an estimated $202K sold.

Herold Advisors first reported a position in MLPA in Q3 2021 and held it in 2 quarters. The position peaked at $202K in Q1 2022. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Herold Advisors reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 5,000 Global X MLP ETF shares in Q2 2022, an estimated $202K.
Herold Advisors first reported a position in Global X MLP ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's Global X MLP ETF position peaked at $202K in Q1 2022.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.