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Astoria Portfolio Advisors’s Global X MLP ETF MLPA Stock Holding History

Astoria Portfolio 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
2025
Q4 		– Sell
-29,759
Closed -$1.42M – 323
2025
Q3 		$1.42M Buy
29,759
+5,487
+23% +$273K 0.37% 40
2025
Q2 		$1.23M Buy
24,272
+13,934
+135% +$694K 0.34% 52
2025
Q1 		$516K Buy
10,338
+4,524
+78% +$238K 0.18% 109
2024
Q4 		$302K Buy
5,814
+161
+3% +$7.9K 0.11% 157
2024
Q3 		$275K Sell
5,653
-52
-0.9% -$2.5K 0.09% 156
2024
Q2 		$277K Buy
5,705
+1,397
+32% +$66.4K 0.1% 144
2024
Q1 		$201K Sell
4,308
-262
-6% -$12.1K 0.08% 184
2023
Q4 		$208K Buy
+4,570
New +$204K 0.08% 181
2023
Q3 		– Sell
-6,003
Closed -$263K – 185
2023
Q2 		$263K Buy
6,003
+1,015
+20% +$42.6K 0.1% 152
2023
Q1 		$211K Buy
+4,988
New +$211K 0.09% 180

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Astoria Portfolio Advisors's MLPA Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 29,759 shares — an estimated $1.42M sold.

Astoria Portfolio Advisors first reported a position in MLPA in Q1 2023 and held it in 10 quarters. The position peaked at $1.42M in Q3 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 29,759 Global X MLP ETF shares in Q4 2025, an estimated $1.42M.
  • Astoria Portfolio Advisors first reported a position in Global X MLP ETF in Q1 2023 and held it in 10 quarters.
  • Astoria Portfolio Advisors's Global X MLP ETF position peaked at $1.42M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.