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Allen Mooney & Barnes Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Allen Mooney & Barnes 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
2024
Q2 		– Sell
-5,000
Closed -$238K – 157
2024
Q1 		$238K Hold
5,000
– – 0.05% 147
2023
Q4 		$222K Hold
5,000
– – 0.04% 146
2023
Q3 		$223K Buy
+5,000
New +$219K 0.05% 139

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MLPA Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 5,000 shares — an estimated $238K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in MLPA in Q3 2023 and held it in 3 quarters. The position peaked at $238K in Q1 2024. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 5,000 Global X MLP ETF shares in Q2 2024, an estimated $238K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Global X MLP ETF in Q3 2023 and held it in 3 quarters.
  • Allen Mooney & Barnes Investment Advisors's Global X MLP ETF position peaked at $238K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.