AFG
MLPA icon

Atomi Financial Group’s Global X MLP ETF MLPA Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-11,535
Closed -$511K – 752
2023
Q4 		$511K Sell
11,535
-3,128
-21% -$140K 0.07% 266
2023
Q3 		$654K Buy
14,663
+87
+0.6% +$3.81K 0.22% 121
2023
Q2 		$626K Buy
+14,576
New +$612K 0.29% 109

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atomi Financial Group's MLPA Position: Q1 2024 in Review

Atomi Financial Group sold out of Global X MLP ETF (MLPA) in Q1 2024, closing a stake of 11,535 shares — an estimated $511K sold.

Atomi Financial Group first reported a position in MLPA in Q2 2023 and held it in 3 quarters. The position peaked at $654K in Q3 2023. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

  • Atomi Financial Group reported no remaining Global X MLP ETF position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 11,535 Global X MLP ETF shares in Q1 2024, an estimated $511K.
  • Atomi Financial Group first reported a position in Global X MLP ETF in Q2 2023 and held it in 3 quarters.
  • Atomi Financial Group's Global X MLP ETF position peaked at $654K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.