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Selective Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-6
Closed – – 485
2022
Q3 		$0 Buy
+6
New +$243 ﹤0.01% 807

Other funds holding MLPA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Selective Wealth Management's MLPA Position: Q4 2022 in Review

Selective Wealth Management sold out of Global X MLP ETF (MLPA) in Q4 2022, closing a stake of 6 shares.

Selective Wealth Management first reported a position in MLPA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 182 funds tracked by Wall St. Rank hold MLPA as of Q4 2022.

  • Selective Wealth Management reported no remaining Global X MLP ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 6 Global X MLP ETF shares in Q4 2022.
  • Selective Wealth Management first reported a position in Global X MLP ETF in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Global X MLP ETF position peaked at $0 in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.