LYNX CAPITAL GROUP LTD /ADV’s Global X MLP ETF MLPA Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 Q4	$763K	Buy	+17,225	New	+$768K	0.56%	54

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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MGAM

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

LYNX CAPITAL GROUP LTD /ADV's MLPA Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Global X MLP ETF (MLPA) in Q4 2023: 17,225 shares worth $763K. The stake represents 0.56% of the portfolio and ranks #54 among its holdings.

210 funds tracked by Wall St. Rank hold MLPA as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 17,225 shares of Global X MLP ETF worth $763K as of Q4 2023.
Global X MLP ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
Global X MLP ETF made up 0.56% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #54 holding.
210 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.