Wealthcare Advisory Partners’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Wealthcare Advisory Partners’s Portfolio ZMLP Stock Details ZMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-455	Closed	-$18K	–	1519
2020 Q1	$18K	Buy	455 +7	+2%	+$537	﹤0.01%	770
2019 Q4	$43K	Buy	448 +7	+2%	+$672	0.01%	586
2019 Q3	$44K	Buy	441 +3	+0.7%	+$318	0.01%	563
2019 Q2	$47K	Hold	438	–	–	0.01%	525
2019 Q1	$48K	Buy	438 +6	+1%	+$650	0.01%	480
2018 Q4	$41K	Sell	432 -36	-8%	-$4.08K	0.01%	476
2018 Q3	$58K	Hold	468	–	–	0.01%	437
2018 Q2	$56K	Buy	+468	New	+$55.8K	0.01%	444

Other funds holding ZMLP

CSIA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

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

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

BBWA

Bell & Brown Wealth Advisors Newport Beach, California $308M AUM 36.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Wealthcare Advisory Partners sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q2 2020, closing a stake of 455 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in ZMLP in Q2 2018 and held it in 8 quarters. The position peaked at $58K in Q3 2018. 16 funds tracked by Wall St. Rank hold ZMLP as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 455 Direxion Zacks MLP High Income Index Shares shares in Q2 2020, an estimated $18K.
Wealthcare Advisory Partners first reported a position in Direxion Zacks MLP High Income Index Shares in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Direxion Zacks MLP High Income Index Shares position peaked at $58K in Q3 2018.
16 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q2 2020.

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