True Link Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

True Link Financial Advisors’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	-10,439	Closed	-$412K	–	125
2022 Q3	$412K	Hold	10,439	–	–	0.06%	93
2022 Q2	$385K	Hold	10,439	–	–	0.06%	95
2022 Q1	$421K	Hold	10,439	–	–	0.06%	89
2021 Q4	$365K	Hold	10,439	–	–	0.05%	144
2021 Q3	$368K	Hold	10,439	–	–	0.05%	130
2021 Q2	$403K	Hold	10,439	–	–	0.06%	94
2021 Q1	$345K	Hold	10,439	–	–	0.05%	141
2020 Q4	$286K	Buy	+10,439	New	+$270K	0.04%	171

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

True Link Financial Advisors's MLPA Position: Q4 2022 in Review

True Link Financial Advisors sold out of Global X MLP ETF (MLPA) in Q4 2022, closing a stake of 10,439 shares — an estimated $412K sold.

True Link Financial Advisors first reported a position in MLPA in Q4 2020 and held it in 8 quarters. The position peaked at $421K in Q1 2022. 182 funds tracked by Wall St. Rank hold MLPA as of Q4 2022.

True Link Financial Advisors reported no remaining Global X MLP ETF position as of Q4 2022 after selling out during the quarter.
True Link Financial Advisors sold 10,439 Global X MLP ETF shares in Q4 2022, an estimated $412K.
True Link Financial Advisors first reported a position in Global X MLP ETF in Q4 2020 and held it in 8 quarters.
True Link Financial Advisors's Global X MLP ETF position peaked at $421K in Q1 2022.
182 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2022.

Based on True Link Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.