Summit Wealth Group’s Global X MLP ETF MLPA Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-10,858	Closed	–	–	188
2023 Q1	$0	Buy	+10,858	New	+$459K	﹤0.01%	220

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 $5.7B AUM 32.06% 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

Summit Wealth Group's MLPA Position: Q2 2023 in Review

Summit Wealth Group sold out of Global X MLP ETF (MLPA) in Q2 2023, closing a stake of 10,858 shares.

Summit Wealth Group first reported a position in MLPA in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 178 funds tracked by Wall St. Rank hold MLPA as of Q2 2023.

Summit Wealth Group reported no remaining Global X MLP ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 10,858 Global X MLP ETF shares in Q2 2023.
Summit Wealth Group first reported a position in Global X MLP ETF in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Global X MLP ETF position peaked at $0 in Q1 2023.
178 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.