Baldwin Wealth Partners’s Global X MLP ETF MLPA Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-750	Closed	-$36K	–	713
2024 Q3	$36K	Hold	750	–	–	﹤0.01%	602
2024 Q2	$36.4K	Hold	750	–	–	﹤0.01%	390
2024 Q1	$36.2K	Hold	750	–	–	﹤0.01%	411
2023 Q4	$33.2K	Hold	750	–	–	﹤0.01%	432
2023 Q3	$33.4K	Hold	750	–	–	﹤0.01%	445
2023 Q2	$32.2K	Hold	750	–	–	﹤0.01%	472
2023 Q1	$31.2K	Hold	750	–	–	﹤0.01%	488
2022 Q4	$31K	Hold	750	–	–	﹤0.01%	483
2022 Q3	$30K	Hold	750	–	–	﹤0.01%	398
2022 Q2	$28K	Hold	750	–	–	﹤0.01%	438
2022 Q1	$30K	Buy	+750	New	+$29.2K	﹤0.01%	441

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

Baldwin Wealth Partners's MLPA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 750 shares — an estimated $36K sold.

Baldwin Wealth Partners first reported a position in MLPA in Q1 2022 and held it in 11 quarters. The position peaked at $36.4K in Q2 2024. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

Baldwin Wealth Partners reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 750 Global X MLP ETF shares in Q4 2024, an estimated $36K.
Baldwin Wealth Partners first reported a position in Global X MLP ETF in Q1 2022 and held it in 11 quarters.
Baldwin Wealth Partners's Global X MLP ETF position peaked at $36.4K in Q2 2024.
219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.