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Sage Mountain Advisors’s Global X MLP ETF MLPA Stock Holding History

Sage Mountain 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
-5,561
Closed -$195K – 671
2021
Q4 		$195K Buy
+5,561
New +$200K 0.02% 527

Other funds holding MLPA

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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 $4.62B AUM 25.58% 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

Sage Mountain Advisors's MLPA Position: Q1 2022 in Review

Sage Mountain Advisors sold out of Global X MLP ETF (MLPA) in Q1 2022, closing a stake of 5,561 shares — an estimated $195K sold.

Sage Mountain Advisors first reported a position in MLPA in Q4 2021 and held it in 1 quarter. The position peaked at $195K in Q4 2021. 159 funds tracked by Wall St. Rank hold MLPA as of Q1 2022.

  • Sage Mountain Advisors reported no remaining Global X MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,561 Global X MLP ETF shares in Q1 2022, an estimated $195K.
  • Sage Mountain Advisors first reported a position in Global X MLP ETF in Q4 2021 and held it in 1 quarter.
  • Sage Mountain Advisors's Global X MLP ETF position peaked at $195K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2022.

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