AAS
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Avantax Advisory Services’s Global Partners GLP Stock Holding History

Avantax Advisory Services’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
27,831
+727
+3% +$37.4K 0.01% 950
2025
Q1 		$1.45M Sell
27,104
-40
-0.1% -$2.16K 0.01% 908
2024
Q4 		$1.26M Sell
27,144
-20
-0.1% -$991 0.01% 939
2024
Q3 		$1.26M Sell
27,164
-1,175
-4% -$49.8K 0.01% 907
2024
Q2 		$1.29M Buy
28,339
+947
+3% +$43.7K 0.01% 851
2024
Q1 		$1.22M Sell
27,392
-2,488
-8% -$113K 0.01% 683
2023
Q4 		$1.26M Buy
29,880
+2,172
+8% +$74.5K 0.01% 633
2023
Q3 		$979K Sell
27,708
-3,679
-12% -$118K 0.01% 700
2023
Q2 		$965K Sell
31,387
-669
-2% -$20.4K 0.01% 693
2023
Q1 		$994K Buy
32,056
+2,583
+9% +$87.3K 0.01% 667
2022
Q4 		$1.02M Buy
29,473
+5,782
+24% +$179K 0.01% 629
2022
Q3 		$586K Sell
23,691
-1,100
-4% -$29.5K 0.01% 715
2022
Q2 		$583K Sell
24,791
-1,481
-6% -$39.3K 0.01% 724
2022
Q1 		$714K Buy
26,272
+3,699
+16% +$97.4K 0.01% 650
2021
Q4 		$530K Buy
22,573
+564
+3% +$12.9K 0.01% 742
2021
Q3 		$464K Buy
22,009
+1,194
+6% +$26.9K 0.01% 747
2021
Q2 		$540K Buy
20,815
+27
+0.1% +$662 0.01% 680
2021
Q1 		$443K Sell
20,788
-922
-4% -$18.6K 0.01% 658
2020
Q4 		$359K Sell
21,710
-8,618
-28% -$137K 0.01% 662
2020
Q3 		$402K Buy
30,328
+14,198
+88% +$167K 0.01% 890
2020
Q2 		$157K Buy
16,130
+54
+0.3% +$555 ﹤0.01% 808
2020
Q1 		$139K Buy
16,076
+3,535
+28% +$59.4K ﹤0.01% 747
2019
Q4 		$253K Buy
+12,541
New +$252K 0.01% 688

Other funds holding GLP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Avantax Advisory Services's GLP Position: Q2 2025 in Review

Avantax Advisory Services increased its Global Partners (GLP) stake by 2.7% in Q2 2025, buying an estimated $37.4K and bringing the position to 27,831 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #950.

Avantax Advisory Services first reported a position in GLP in Q4 2019 and has held it in 23 quarters since. 105 funds tracked by Wall St. Rank hold GLP as of Q2 2025.

  • Avantax Advisory Services held 27,831 shares of Global Partners worth $1.47M as of Q2 2025.
  • Avantax Advisory Services bought 727 Global Partners shares in Q2 2025, an estimated $37.4K.
  • Global Partners made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #950 holding.
  • Avantax Advisory Services first reported a position in Global Partners in Q4 2019 and has held it in 23 quarters since.
  • 105 funds tracked by Wall St. Rank held Global Partners as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.