Liberty Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-754	Closed	-$27K	–	739
2021 Q3	$27K	Hold	754	–	–	0.01%	580
2021 Q2	$29K	Hold	754	–	–	0.01%	426
2021 Q1	$21K	Hold	754	–	–	0.01%	450
2020 Q4	$21K	Hold	754	–	–	0.01%	447
2020 Q3	$17K	Buy	+754	New	+$19.2K	0.01%	428
2020 Q2	–	Sell	-754	Closed	-$14K	–	937
2020 Q1	$14K	Hold	754	–	–	0.01%	414
2019 Q4	$36K	Hold	754	–	–	0.03%	313
2019 Q3	$38K	Buy	+754	New	+$38.9K	0.04%	278

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

MGAM

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

Liberty Wealth Management's MLPA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Global X MLP ETF (MLPA) in Q4 2021, closing a stake of 754 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in MLPA in Q3 2019 and held it in 8 quarters. The position peaked at $38K in Q3 2019. 137 funds tracked by Wall St. Rank hold MLPA as of Q4 2021.

Liberty Wealth Management reported no remaining Global X MLP ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 754 Global X MLP ETF shares in Q4 2021, an estimated $27K.
Liberty Wealth Management first reported a position in Global X MLP ETF in Q3 2019 and held it in 8 quarters.
Liberty Wealth Management's Global X MLP ETF position peaked at $38K in Q3 2019.
137 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.