Private Capital Group’s Global X MLP ETF MLPA Stock Holding History

Private Capital 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
2022 Q2	–	Sell	-93	Closed	-$4K	–	2022
2022 Q1	$4K	Sell	93 -209	-69%	-$8.14K	﹤0.01%	1609
2021 Q4	$11K	Sell	302 -152	-33%	-$5.45K	﹤0.01%	1264
2021 Q3	$16K	Hold	454	–	–	﹤0.01%	1168
2021 Q2	$18K	Buy	454 +115	+34%	+$4.23K	﹤0.01%	1145
2021 Q1	$11K	Buy	+339	New	+$10.6K	﹤0.01%	1264
2020 Q4	–	Sell	-379	Closed	-$8K	–	2103
2020 Q3	$8K	Hold	379	–	–	﹤0.01%	1388
2020 Q2	$10K	Sell	379 -1	-0.3%	-$27	﹤0.01%	1349
2020 Q1	$7K	Buy	+380	New	+$14.2K	﹤0.01%	1397

Other funds holding MLPA

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECM

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Capital Group's MLPA Position: Q2 2022 in Review

Private Capital Group sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 93 shares — an estimated $4K sold.

Private Capital Group first reported a position in MLPA in Q1 2020 and held it in 8 quarters. The position peaked at $18K in Q2 2021. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Private Capital Group reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 93 Global X MLP ETF shares in Q2 2022, an estimated $4K.
Private Capital Group first reported a position in Global X MLP ETF in Q1 2020 and held it in 8 quarters.
Private Capital Group's Global X MLP ETF position peaked at $18K in Q2 2021.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.