Wealthcare Advisory Partners’s Global X MLP ETF MLPA Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-113	Closed	-$2K	–	959
2020 Q1	$2K	Hold	113	–	–	﹤0.01%	1309
2019 Q4	$5K	Hold	113	–	–	﹤0.01%	1107
2019 Q3	$6K	Hold	113	–	–	﹤0.01%	1034
2019 Q2	$6K	Hold	113	–	–	﹤0.01%	1021
2019 Q1	$6K	Hold	113	–	–	﹤0.01%	926
2018 Q4	$5K	Hold	113	–	–	﹤0.01%	936
2018 Q3	$6K	Hold	113	–	–	﹤0.01%	956
2018 Q2	$6K	Hold	113	–	–	﹤0.01%	949
2018 Q1	$6K	Hold	113	–	–	﹤0.01%	808
2017 Q4	$7K	Hold	113	–	–	﹤0.01%	739
2017 Q3	$7K	Buy	+113	New	+$7.09K	﹤0.01%	602

Other funds holding MLPA

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

ECM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Wealthcare Advisory Partners's MLPA Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 113 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in MLPA in Q3 2017 and held it in 11 quarters. The position peaked at $7K in Q4 2017. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 113 Global X MLP ETF shares in Q2 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Global X MLP ETF in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Global X MLP ETF position peaked at $7K in Q4 2017.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.