RFA
MLPA icon

Reilly Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

Reilly Financial 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
2021
Q2 		– Sell
-2,047
Closed -$67K – 1050
2021
Q1 		$67K Buy
+2,047
New +$63.8K 0.01% 312

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Reilly Financial Advisors's MLPA Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Global X MLP ETF (MLPA) in Q2 2021, closing a stake of 2,047 shares — an estimated $67K sold.

Reilly Financial Advisors first reported a position in MLPA in Q1 2021 and held it in 1 quarter. The position peaked at $67K in Q1 2021. 136 funds tracked by Wall St. Rank hold MLPA as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Global X MLP ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,047 Global X MLP ETF shares in Q2 2021, an estimated $67K.
  • Reilly Financial Advisors first reported a position in Global X MLP ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Global X MLP ETF position peaked at $67K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.