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Atria Wealth Solutions’s Global X MLP ETF MLPA Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-22,665
Closed -$1.21M – 1737
2025
Q1 		$1.21M Sell
22,665
-935
-4% -$49.2K 0.01% 809
2024
Q4 		$1.17M Sell
23,600
-349
-1% -$17.1K 0.01% 871
2024
Q3 		$1.15M Buy
23,949
+2,144
+10% +$103K 0.01% 865
2024
Q2 		$1.06M Sell
21,805
-2,043
-9% -$97.1K 0.01% 870
2024
Q1 		$1.15M Buy
23,848
+2,817
+13% +$130K 0.01% 850
2023
Q4 		$932K Buy
21,031
+2,711
+15% +$121K 0.01% 892
2023
Q3 		$817K Buy
18,320
+5,138
+39% +$225K 0.01% 904
2023
Q2 		$566K Buy
13,182
+9
+0.1% +$378 0.01% 1100
2023
Q1 		$548K Buy
13,173
+8
+0.1% +$338 0.01% 1079
2022
Q4 		$544K Sell
13,165
-583
-4% -$24.4K 0.01% 1036
2022
Q3 		$542K Sell
13,748
-1,483
-10% -$60K 0.01% 975
2022
Q2 		$562K Buy
15,231
+1,394
+10% +$56.5K 0.01% 911
2022
Q1 		$558K Buy
+13,837
New +$539K 0.01% 1004

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atria Wealth Solutions's MLPA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 22,665 shares — an estimated $1.21M sold.

Atria Wealth Solutions first reported a position in MLPA in Q1 2022 and held it in 13 quarters. The position peaked at $1.21M in Q1 2025. 228 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,665 Global X MLP ETF shares in Q2 2025, an estimated $1.21M.
  • Atria Wealth Solutions first reported a position in Global X MLP ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Global X MLP ETF position peaked at $1.21M in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.