Mutual Advisors’s Global X MLP ETF MLPA Stock Holding History

Mutual 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
2021 Q3	–	Sell	-5,646	Closed	-$218K	–	888
2021 Q2	$218K	Buy	+5,646	New	+$208K	0.01%	767
2019 Q3	–	Sell	-13,864	Closed	-$734K	–	577
2019 Q2	$734K	Buy	+13,864	New	+$731K	0.1%	259

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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

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

Mutual Advisors's MLPA Position: Q3 2021 in Review

Mutual Advisors sold out of Global X MLP ETF (MLPA) in Q3 2021, closing a stake of 5,646 shares — an estimated $218K sold.

Mutual Advisors first reported a position in MLPA in Q2 2019 and held it in 2 quarters. The position peaked at $734K in Q2 2019. 132 funds tracked by Wall St. Rank hold MLPA as of Q3 2021.

Mutual Advisors reported no remaining Global X MLP ETF position as of Q3 2021 after selling out during the quarter.
Mutual Advisors sold 5,646 Global X MLP ETF shares in Q3 2021, an estimated $218K.
Mutual Advisors first reported a position in Global X MLP ETF in Q2 2019 and held it in 2 quarters.
Mutual Advisors's Global X MLP ETF position peaked at $734K in Q2 2019.
132 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.