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

Rational 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
2022
Q1 		– Sell
-2,803,049
Closed -$98.1M – 282
2021
Q4 		$98.1M Buy
2,803,049
+591,449
+27% +$21.2M 6.01% 6
2021
Q3 		$78M Buy
2,211,600
+1,531,932
+225% +$54.1M 6.1% 4
2021
Q2 		$26.3M Buy
679,668
+337,393
+99% +$12.4M 3.1% 11
2021
Q1 		$11.3M Buy
342,275
+311,828
+1,024% +$9.72M 2.09% 12
2020
Q4 		$835K Buy
30,447
+21,177
+228% +$547K 0.22% 109
2020
Q3 		$204K Buy
9,270
+4,389
+90% +$112K 0.09% 128
2020
Q2 		$133K Buy
4,881
+1,976
+68% +$53.4K 0.07% 160
2020
Q1 		$55K Buy
2,905
+58
+2% +$2.17K 0.04% 144
2019
Q4 		$135K Buy
2,847
+699
+33% +$32.6K 0.06% 245
2019
Q3 		$108K Buy
2,148
+760
+55% +$39.2K 0.04% 288
2019
Q2 		$73K Buy
1,388
+194
+16% +$10.2K 0.03% 304
2019
Q1 		$64K Sell
1,194
-478
-29% -$24.8K 0.02% 296
2018
Q4 		$77K Sell
1,672
-948
-36% -$50K 0.02% 250
2018
Q3 		$150K Sell
2,620
-420
-14% -$24.4K 0.04% 209
2018
Q2 		$167K Buy
3,040
+2,606
+600% +$142K 0.08% 205
2018
Q1 		$22K Buy
+434
New +$25.3K 0.01% 320

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
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $5.7B AUM 32.06% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rational Advisors's MLPA Position: Q1 2022 in Review

Rational Advisors sold out of Global X MLP ETF (MLPA) in Q1 2022, closing a stake of 2,803,049 shares — an estimated $98.1M sold.

Rational Advisors first reported a position in MLPA in Q1 2018 and held it in 16 quarters. The position peaked at $98.1M in Q4 2021. 159 funds tracked by Wall St. Rank hold MLPA as of Q1 2022.

  • Rational Advisors reported no remaining Global X MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Rational Advisors sold 2,803,049 Global X MLP ETF shares in Q1 2022, an estimated $98.1M.
  • Rational Advisors first reported a position in Global X MLP ETF in Q1 2018 and held it in 16 quarters.
  • Rational Advisors's Global X MLP ETF position peaked at $98.1M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2022.

Based on Rational Advisors's 13F filing for Q1 2022, filed 10 May 2022.