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

SFG 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
2024
Q1 		– Sell
-12,767
Closed -$566K – 100
2023
Q4 		$566K Buy
12,767
+451
+4% +$20.1K 0.38% 44
2023
Q3 		$549K Buy
12,316
+2,977
+32% +$130K 0.44% 41
2023
Q2 		$401K Sell
9,339
-14,494
-61% -$609K 0.34% 55
2023
Q1 		$991K Buy
23,833
+376
+2% +$15.9K 1.1% 20
2022
Q4 		$969K Sell
23,457
-3,420
-13% -$143K 1.2% 18
2022
Q3 		$1.06M Sell
26,877
-30,250
-53% -$1.22M 1.43% 20
2022
Q2 		$2.11M Buy
+57,127
New +$2.32M 2.45% 12

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFG Wealth Management's MLPA Position: Q1 2024 in Review

SFG Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2024, closing a stake of 12,767 shares — an estimated $566K sold.

SFG Wealth Management first reported a position in MLPA in Q2 2022 and held it in 7 quarters. The position peaked at $2.11M in Q2 2022. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

  • SFG Wealth Management reported no remaining Global X MLP ETF position as of Q1 2024 after selling out during the quarter.
  • SFG Wealth Management sold 12,767 Global X MLP ETF shares in Q1 2024, an estimated $566K.
  • SFG Wealth Management first reported a position in Global X MLP ETF in Q2 2022 and held it in 7 quarters.
  • SFG Wealth Management's Global X MLP ETF position peaked at $2.11M in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on SFG Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.