Orion Portfolio Solutions’s Global X MLP ETF MLPA Stock Holding History

Orion Portfolio Solutions’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 Q3	–	Sell	-416	Closed	-$11K	–	1419
2020 Q2	$11K	Buy	+416	New	+$11.2K	﹤0.01%	1171
2020 Q1	–	Sell	-18	Closed	-$1K	–	2140
2019 Q4	$1K	Buy	+18	New	+$839	﹤0.01%	1685

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

UIC

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

Orion Portfolio Solutions's MLPA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X MLP ETF (MLPA) in Q3 2020, closing a stake of 416 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in MLPA in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 102 funds tracked by Wall St. Rank hold MLPA as of Q3 2020.

Orion Portfolio Solutions reported no remaining Global X MLP ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 416 Global X MLP ETF shares in Q3 2020, an estimated $11K.
Orion Portfolio Solutions first reported a position in Global X MLP ETF in Q4 2019 and held it in 2 quarters.
Orion Portfolio Solutions's Global X MLP ETF position peaked at $11K in Q2 2020.
102 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.