Simplicity Solutions’s Global X MLP ETF MLPA Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-8,313	Closed	-$228K	–	792
2020 Q4	$228K	Buy	+8,313	New	+$215K	﹤0.01%	873
2020 Q2	–	Sell	-4,382	Closed	-$83K	–	909
2020 Q1	$83K	Sell	4,382 -750	-15%	-$28K	﹤0.01%	703
2019 Q4	$243K	Buy	+5,132	New	+$239K	0.01%	739
2019 Q3	–	Sell	-6,620	Closed	-$350K	–	754
2019 Q2	$350K	Sell	6,620 -5,190	-44%	-$274K	0.02%	451
2019 Q1	$629K	Sell	11,810 -8,356	-41%	-$434K	0.04%	345
2018 Q4	$928K	Buy	20,166 +9,860	+96%	+$520K	0.12%	195
2018 Q3	$591K	Sell	10,306 -381,209	-97%	-$22.2M	0.03%	241
2018 Q2	$21.5M	Buy	391,515 +30,608	+8%	+$1.67M	1.55%	12
2018 Q1	$18.4M	Buy	360,907 +71,166	+25%	+$4.15M	1.59%	12
2017 Q4	$17.1M	Buy	289,741 +286,123	+7,908%	+$16.7M	1.66%	11
2017 Q3	$223K	Sell	3,618 -108,209	-97%	-$6.79M	0.15%	185
2017 Q2	$7.33M	Buy	+111,827	New	+$7.47M	0.87%	21

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Simplicity Solutions's MLPA Position: Q1 2021 in Review

Simplicity Solutions sold out of Global X MLP ETF (MLPA) in Q1 2021, closing a stake of 8,313 shares — an estimated $228K sold.

Simplicity Solutions first reported a position in MLPA in Q2 2017 and held it in 12 quarters. The position peaked at $21.5M in Q2 2018. 132 funds tracked by Wall St. Rank hold MLPA as of Q1 2021.

Simplicity Solutions reported no remaining Global X MLP ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 8,313 Global X MLP ETF shares in Q1 2021, an estimated $228K.
Simplicity Solutions first reported a position in Global X MLP ETF in Q2 2017 and held it in 12 quarters.
Simplicity Solutions's Global X MLP ETF position peaked at $21.5M in Q2 2018.
132 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.