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Buckingham Strategic Wealth’s Global X MLP ETF MLPA Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$306K Hold
6,300
– – ﹤0.01% 595
2024
Q1 		$304K Hold
6,300
– – ﹤0.01% 588
2023
Q4 		$279K Buy
+6,300
New +$281K ﹤0.01% 584

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Buckingham Strategic Wealth's MLPA Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Global X MLP ETF (MLPA) position steady in Q2 2024 at 6,300 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Buckingham Strategic Wealth first reported a position in MLPA in Q4 2023 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Buckingham Strategic Wealth held 6,300 shares of Global X MLP ETF worth $306K as of Q2 2024.
  • Buckingham Strategic Wealth left its Global X MLP ETF share count unchanged in Q2 2024.
  • Global X MLP ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #595 holding.
  • Buckingham Strategic Wealth first reported a position in Global X MLP ETF in Q4 2023 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.