Avantax Advisory Services’s Global X MLP ETF MLPA Stock Holding History

Avantax Advisory Services’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	$290K	Sell	5,771 -2,148	-27%	-$107K	﹤0.01%	1932
2025 Q1	$422K	Buy	7,919 +753	+11%	+$39.6K	﹤0.01%	1616
2024 Q4	$354K	Buy	7,166 +529	+8%	+$26K	﹤0.01%	1671
2024 Q3	$318K	Sell	6,637 -3,597	-35%	-$173K	﹤0.01%	1706
2024 Q2	$496K	Sell	10,234 -5,071	-33%	-$241K	﹤0.01%	1362
2024 Q1	$738K	Sell	15,305 -3,945	-20%	-$182K	0.01%	874
2023 Q4	$853K	Sell	19,250 -4,307	-18%	-$192K	0.01%	778
2023 Q3	$1.05M	Sell	23,557 -11,693	-33%	-$512K	0.01%	675
2023 Q2	$1.51M	Sell	35,250 -8,599	-20%	-$361K	0.02%	552
2023 Q1	$1.82M	Sell	43,849 -2,550	-5%	-$108K	0.02%	466
2022 Q4	$1.92M	Buy	46,399 +15,191	+49%	+$637K	0.03%	439
2022 Q3	$1.23M	Buy	31,208 +1,191	+4%	+$48.2K	0.02%	500
2022 Q2	$1.11M	Buy	30,017 +9,813	+49%	+$398K	0.02%	518
2022 Q1	$810K	Buy	+20,204	New	+$787K	0.01%	613

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Avantax Advisory Services reduced its Global X MLP ETF (MLPA) stake by 27% in Q2 2025, selling an estimated $107K and leaving 5,771 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Avantax Advisory Services first reported a position in MLPA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2022. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

Avantax Advisory Services held 5,771 shares of Global X MLP ETF worth $290K as of Q2 2025.
Avantax Advisory Services sold 2,148 Global X MLP ETF shares in Q2 2025, an estimated $107K.
Global X MLP ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1932 holding.
Avantax Advisory Services first reported a position in Global X MLP ETF in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's Global X MLP ETF position peaked at $1.92M in Q4 2022.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

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