Sound View Wealth Advisors Group’s Global X MLP ETF MLPA Stock Holding History

Sound View Wealth Advisors Group’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 Q2	–	Sell	-5,200	Closed	-$251K	–	367
2024 Q1	$251K	Hold	5,200	–	–	0.03%	329
2023 Q4	$230K	Buy	+5,200	New	+$232K	0.03%	350
2023 Q2	–	Sell	-5,600	Closed	-$233K	–	369
2023 Q1	$233K	Buy	5,600 +400	+8%	+$16.9K	0.03%	324
2022 Q4	$230K	Buy	+5,200	New	+$218K	0.03%	350

Other funds holding MLPA

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sound View Wealth Advisors Group's MLPA Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 5,200 shares — an estimated $251K sold.

Sound View Wealth Advisors Group first reported a position in MLPA in Q4 2022 and held it in 4 quarters. The position peaked at $251K in Q1 2024. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

Sound View Wealth Advisors Group reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 5,200 Global X MLP ETF shares in Q2 2024, an estimated $251K.
Sound View Wealth Advisors Group first reported a position in Global X MLP ETF in Q4 2022 and held it in 4 quarters.
Sound View Wealth Advisors Group's Global X MLP ETF position peaked at $251K in Q1 2024.
215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.