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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 $1.66T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return