MFA
MLPA icon

Morling Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

Morling Financial Advisors’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
Q1 		– Sell
-6,647
Closed -$274K – 87
2022
Q4 		$274K Buy
6,647
+119
+2% +$4.99K 0.35% 39
2022
Q3 		$257K Buy
+6,528
New +$264K 0.35% 40

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morling Financial Advisors's MLPA Position: Q1 2023 in Review

Morling Financial Advisors sold out of Global X MLP ETF (MLPA) in Q1 2023, closing a stake of 6,647 shares — an estimated $274K sold.

Morling Financial Advisors first reported a position in MLPA in Q3 2022 and held it in 2 quarters. The position peaked at $274K in Q4 2022. 184 funds tracked by Wall St. Rank hold MLPA as of Q1 2023.

  • Morling Financial Advisors reported no remaining Global X MLP ETF position as of Q1 2023 after selling out during the quarter.
  • Morling Financial Advisors sold 6,647 Global X MLP ETF shares in Q1 2023, an estimated $274K.
  • Morling Financial Advisors first reported a position in Global X MLP ETF in Q3 2022 and held it in 2 quarters.
  • Morling Financial Advisors's Global X MLP ETF position peaked at $274K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2023.

Based on Morling Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.