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Wealthstreet Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-32,923
Closed -$1.09M – 242
2021
Q1 		$1.09M Buy
32,923
+1,252
+4% +$39K 0.11% 163
2020
Q4 		$868K Buy
31,671
+886
+3% +$22.9K 0.09% 175
2020
Q3 		$676K Buy
30,785
+2,780
+10% +$70.7K 0.08% 186
2020
Q2 		$762K Buy
28,005
+1,613
+6% +$43.5K 0.09% 166
2020
Q1 		$499K Sell
26,392
-4,275
-14% -$160K 0.07% 190
2019
Q4 		$1.45M Sell
30,667
-10,383
-25% -$484K 0.17% 119
2019
Q3 		$1.95M Buy
41,050
+5,692
+16% +$293K 0.25% 93
2019
Q2 		$1.87M Buy
35,358
+3,833
+12% +$202K 0.24% 101
2019
Q1 		$1.68M Buy
31,525
+5,425
+21% +$282K 0.22% 107
2018
Q4 		$1.35M Sell
26,100
-583
-2% -$30.7K 0.19% 113
2018
Q3 		$1.53M Buy
26,683
+6,700
+34% +$390K 0.19% 116
2018
Q2 		$1.1M Buy
19,983
+10,933
+121% +$598K 0.15% 140
2018
Q1 		$461K Buy
9,050
+2,392
+36% +$140K 0.06% 243
2017
Q4 		$394K Buy
+6,658
New +$389K 0.05% 253

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wealthstreet Investment Advisors's MLPA Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2021, closing a stake of 32,923 shares — an estimated $1.09M sold.

Wealthstreet Investment Advisors first reported a position in MLPA in Q4 2017 and held it in 14 quarters. The position peaked at $1.95M in Q3 2019. 136 funds tracked by Wall St. Rank hold MLPA as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 32,923 Global X MLP ETF shares in Q2 2021, an estimated $1.09M.
  • Wealthstreet Investment Advisors first reported a position in Global X MLP ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Global X MLP ETF position peaked at $1.95M in Q3 2019.
  • 136 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.