Lloyd Advisory Services’s Global X MLP ETF MLPA Stock Holding History

Lloyd Advisory Services’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	-26	Closed	-$1K	–	368
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	573
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	397
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	368
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	380
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	355
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	341
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	307
2020 Q2	$1K	Sell	26 -83	-76%	-$2.24K	﹤0.01%	291
2020 Q1	$2K	Sell	109 -337	-76%	-$12.6K	﹤0.01%	220
2019 Q4	$21K	Buy	+446	New	+$20.8K	0.02%	184

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

Lloyd Advisory Services's MLPA Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 26 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in MLPA in Q4 2019 and held it in 10 quarters. The position peaked at $21K in Q4 2019. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Lloyd Advisory Services reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 26 Global X MLP ETF shares in Q2 2022, an estimated $1K.
Lloyd Advisory Services first reported a position in Global X MLP ETF in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's Global X MLP ETF position peaked at $21K in Q4 2019.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.