Next Financial Group’s Global X MLP ETF MLPA Stock Holding History

Next Financial Group’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 Q1	–	Sell	-30	Closed	-$1K	–	2598
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	2287
2020 Q3	$1K	Buy	+30	New	+$763	﹤0.01%	2119
2020 Q2	–	Sell	-30	Closed	-$1K	–	1374
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	2025
2019 Q4	$1K	Buy	+30	New	+$1.4K	﹤0.01%	2281

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $5.7B AUM 32.06% 1-Year Est. Return

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Next Financial Group's MLPA Position: Q1 2021 in Review

Next Financial Group sold out of Global X MLP ETF (MLPA) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Next Financial Group first reported a position in MLPA in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 132 funds tracked by Wall St. Rank hold MLPA as of Q1 2021.

Next Financial Group reported no remaining Global X MLP ETF position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 30 Global X MLP ETF shares in Q1 2021, an estimated $1K.
Next Financial Group first reported a position in Global X MLP ETF in Q4 2019 and held it in 4 quarters.
Next Financial Group's Global X MLP ETF position peaked at $1K in Q4 2020.
132 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.