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Prospera Financial Services’s Global X MLP ETF MLPA Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-416
Closed -$15K – 1303
2022
Q2 		$15K Sell
416
-308
-43% -$12.5K ﹤0.01% 1262
2022
Q1 		$29K Sell
724
-10,743
-94% -$418K ﹤0.01% 1591
2021
Q4 		$401K Buy
11,467
+250
+2% +$8.97K 0.02% 629
2021
Q3 		$396K Sell
11,217
-683
-6% -$24.1K 0.02% 588
2021
Q2 		$460K Sell
11,900
-2,489
-17% -$91.6K 0.02% 551
2021
Q1 		$476K Sell
14,389
-158
-1% -$4.92K 0.03% 499
2020
Q4 		$398K Buy
14,547
+13,881
+2,084% +$359K 0.03% 461
2020
Q3 		$15K Sell
666
-16,011
-96% -$407K 0.01% 986
2020
Q2 		$454K Buy
16,677
+3,333
+25% +$90K 0.04% 374
2020
Q1 		$252K Sell
13,344
-141
-1% -$5.26K 0.03% 430
2019
Q4 		$638K Sell
13,485
-582
-4% -$27.1K 0.05% 332
2019
Q3 		$707K Buy
14,067
+607
+5% +$31.3K 0.07% 229
2019
Q2 		$713K Buy
13,460
+2,885
+27% +$152K 0.08% 225
2019
Q1 		$569K Sell
10,575
-1,300
-11% -$67.5K 0.19% 150
2018
Q4 		$546K Sell
11,875
-2,383
-17% -$126K 0.11% 180
2018
Q3 		$784K Buy
14,258
+166
+1% +$9.66K 0.15% 151
2018
Q2 		$774K Sell
14,092
-2,250
-14% -$123K 0.1% 167
2018
Q1 		$832K Sell
16,342
-11,633
-42% -$679K 0.12% 169
2017
Q4 		$1.66M Sell
27,975
-1,050
-4% -$61.3K 0.25% 84
2017
Q3 		$1.79M Buy
29,025
+1,250
+5% +$78.5K 0.27% 78
2017
Q2 		$1.82M Buy
27,775
+1,583
+6% +$106K 0.29% 68
2017
Q1 		$1.83M Buy
26,192
+1,834
+8% +$129K 0.33% 59
2016
Q4 		$1.69M Buy
24,358
+7,783
+47% +$526K 0.33% 56
2016
Q3 		$1.16M Buy
16,575
+4,850
+41% +$335K 0.23% 84
2016
Q2 		$817K Buy
11,725
+967
+9% +$63.1K 0.17% 110
2016
Q1 		$630K Buy
10,758
+1,691
+19% +$91K 0.14% 119
2015
Q4 		$565K Buy
+9,067
New +$588K 0.12% 119

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Prospera Financial Services's MLPA Position: Q3 2022 in Review

Prospera Financial Services sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 416 shares — an estimated $15K sold.

Prospera Financial Services first reported a position in MLPA in Q4 2015 and held it in 27 quarters. The position peaked at $1.83M in Q1 2017. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

  • Prospera Financial Services reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 416 Global X MLP ETF shares in Q3 2022, an estimated $15K.
  • Prospera Financial Services first reported a position in Global X MLP ETF in Q4 2015 and held it in 27 quarters.
  • Prospera Financial Services's Global X MLP ETF position peaked at $1.83M in Q1 2017.
  • 169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.