Lucia Wealth Services’s Global X MLP ETF MLPA Stock Holding History

Lucia Wealth 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
2020 Q2	–	Sell	-18,438	Closed	-$348K	–	186
2020 Q1	$348K	Sell	18,438 -25,419	-58%	-$949K	0.12%	116
2019 Q4	$2.07M	Sell	43,857 -4,508	-9%	-$210K	0.64%	31
2019 Q3	$2.43M	Sell	48,365 -2,460	-5%	-$127K	0.81%	28
2019 Q2	$2.69M	Buy	50,825 +2,281	+5%	+$120K	0.93%	27
2019 Q1	$2.58M	Buy	48,544 +6,980	+17%	+$363K	0.89%	28
2018 Q4	$1.91M	Sell	41,564 -13,584	-25%	-$716K	0.9%	28
2018 Q3	$3.16M	Buy	+55,148	New	+$3.21M	0.98%	27

Other funds holding MLPA

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Lucia Wealth Services's MLPA Position: Q2 2020 in Review

Lucia Wealth Services sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 18,438 shares — an estimated $348K sold.

Lucia Wealth Services first reported a position in MLPA in Q3 2018 and held it in 7 quarters. The position peaked at $3.16M in Q3 2018. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Lucia Wealth Services reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 18,438 Global X MLP ETF shares in Q2 2020, an estimated $348K.
Lucia Wealth Services first reported a position in Global X MLP ETF in Q3 2018 and held it in 7 quarters.
Lucia Wealth Services's Global X MLP ETF position peaked at $3.16M in Q3 2018.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.