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Berger Financial Group’s Global X MLP ETF MLPA Stock Holding History

Berger Financial Group’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
Q3 		– Sell
-4,068
Closed -$204K – 452
2025
Q2 		$204K Buy
4,068
+49
+1% +$2.44K 0.01% 405
2025
Q1 		$214K Buy
+4,019
New +$211K 0.01% 395

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Berger Financial Group's MLPA Position: Q3 2025 in Review

Berger Financial Group sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 4,068 shares — an estimated $204K sold.

Berger Financial Group first reported a position in MLPA in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • Berger Financial Group reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Berger Financial Group sold 4,068 Global X MLP ETF shares in Q3 2025, an estimated $204K.
  • Berger Financial Group first reported a position in Global X MLP ETF in Q1 2025 and held it in 2 quarters.
  • Berger Financial Group's Global X MLP ETF position peaked at $214K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on Berger Financial Group's 13F filing for Q3 2025, filed 14 Oct 2025.