BFA
MLPA icon

Beaumont Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

Beaumont Financial Advisors’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
-3,987
Closed -$212K – 393
2025
Q1 		$212K Buy
+3,987
New +$210K 0.02% 350

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Beaumont Financial Advisors's MLPA Position: Q2 2025 in Review

Beaumont Financial Advisors sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 3,987 shares — an estimated $212K sold.

Beaumont Financial Advisors first reported a position in MLPA in Q1 2025 and held it in 1 quarter. The position peaked at $212K in Q1 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • Beaumont Financial Advisors reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,987 Global X MLP ETF shares in Q2 2025, an estimated $212K.
  • Beaumont Financial Advisors first reported a position in Global X MLP ETF in Q1 2025 and held it in 1 quarter.
  • Beaumont Financial Advisors's Global X MLP ETF position peaked at $212K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.