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

Simplicity Wealth’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	-15,134	Closed	-$597K	–	72
2022 Q3	$597K	Sell	15,134 -658	-4%	-$26.6K	0.8%	40
2022 Q2	$582K	Sell	15,792 -11,035	-41%	-$447K	0.85%	37
2022 Q1	$1.08M	Sell	26,827 -14,110	-34%	-$550K	1.05%	27
2021 Q4	$1.43M	Buy	+40,937	New	+$1.47M	0.77%	29

Other funds holding MLPA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Simplicity Wealth's MLPA Position: Q4 2022 in Review

Simplicity Wealth sold out of Global X MLP ETF (MLPA) in Q4 2022, closing a stake of 15,134 shares — an estimated $597K sold.

Simplicity Wealth first reported a position in MLPA in Q4 2021 and held it in 4 quarters. The position peaked at $1.43M in Q4 2021. 182 funds tracked by Wall St. Rank hold MLPA as of Q4 2022.

Simplicity Wealth reported no remaining Global X MLP ETF position as of Q4 2022 after selling out during the quarter.
Simplicity Wealth sold 15,134 Global X MLP ETF shares in Q4 2022, an estimated $597K.
Simplicity Wealth first reported a position in Global X MLP ETF in Q4 2021 and held it in 4 quarters.
Simplicity Wealth's Global X MLP ETF position peaked at $1.43M in Q4 2021.
182 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2022.

Based on Simplicity Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.