Legacy Wealth Partners (California)’s Global X MLP ETF MLPA Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$1.09M	Buy	28,139 +4	+0%	+$147	0.6%	44
2021 Q1	$931K	Buy	28,135 +9,495	+51%	+$296K	0.54%	46
2020 Q4	$511K	Sell	18,640 -21,134	-53%	-$546K	0.32%	57
2020 Q3	$873K	Sell	39,774 -24,592	-38%	-$626K	0.62%	34
2020 Q2	$1.75M	Buy	64,366 +30,168	+88%	+$815K	1.32%	19
2020 Q1	$646K	Buy	34,198 +10,407	+44%	+$388K	0.6%	30
2019 Q4	$1.08M	Buy	+23,791	New	+$1.11M	0.79%	26

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 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

MGAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

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

Legacy Wealth Partners (California)'s MLPA Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Global X MLP ETF (MLPA) stake by 0.01% in Q2 2021, buying an estimated $147 and bringing the position to 28,139 shares worth $1.09M. The position accounts for 0.6% of the portfolio, ranked #44.

Legacy Wealth Partners (California) first reported a position in MLPA in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.75M in Q2 2020. 136 funds tracked by Wall St. Rank hold MLPA as of Q2 2021.

Legacy Wealth Partners (California) held 28,139 shares of Global X MLP ETF worth $1.09M as of Q2 2021.
Legacy Wealth Partners (California) bought 4 Global X MLP ETF shares in Q2 2021, an estimated $147.
Global X MLP ETF made up 0.6% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #44 holding.
Legacy Wealth Partners (California) first reported a position in Global X MLP ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s Global X MLP ETF position peaked at $1.75M in Q2 2020.
136 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.