Sterling Manor Financial’s Global X MLP ETF MLPA Stock Holding History

Sterling Manor Financial’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
2023 Q2	–	Sell	-5,400	Closed	-$225K	–	51
2023 Q1	$225K	Hold	5,400	–	–	0.22%	40
2022 Q4	$223K	Hold	5,400	–	–	0.25%	44
2022 Q3	$213K	Buy	+5,400	New	+$218K	0.26%	44
2022 Q2	–	Sell	-5,400	Closed	-$218K	–	78
2022 Q1	$218K	Buy	+5,400	New	+$210K	0.17%	72
2021 Q3	–	Sell	-5,700	Closed	-$220K	–	90
2021 Q2	$220K	Buy	+5,700	New	+$210K	0.18%	77

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

BFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Sterling Manor Financial's MLPA Position: Q2 2023 in Review

Sterling Manor Financial sold out of Global X MLP ETF (MLPA) in Q2 2023, closing a stake of 5,400 shares — an estimated $225K sold.

Sterling Manor Financial first reported a position in MLPA in Q2 2021 and held it in 5 quarters. The position peaked at $225K in Q1 2023. 178 funds tracked by Wall St. Rank hold MLPA as of Q2 2023.

Sterling Manor Financial reported no remaining Global X MLP ETF position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 5,400 Global X MLP ETF shares in Q2 2023, an estimated $225K.
Sterling Manor Financial first reported a position in Global X MLP ETF in Q2 2021 and held it in 5 quarters.
Sterling Manor Financial's Global X MLP ETF position peaked at $225K in Q1 2023.
178 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.