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Castleview Partners’s Global X MLP ETF MLPA Stock Holding History

Castleview 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
2025
Q1 		– Sell
-423
Closed -$21.1K – 416
2024
Q4 		$21.1K Buy
423
+7
+2% +$343 0.01% 463
2024
Q3 		$20K Buy
416
+8
+2% +$384 0.01% 446
2024
Q2 		$19.8K Sell
408
-266
-39% -$12.6K 0.01% 443
2024
Q1 		$32.5K Buy
674
+13
+2% +$600 0.02% 403
2023
Q4 		$29.3K Buy
+661
New +$29.5K 0.02% 387

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Castleview Partners's MLPA Position: Q1 2025 in Review

Castleview Partners sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 423 shares — an estimated $21.1K sold.

Castleview Partners first reported a position in MLPA in Q4 2023 and held it in 5 quarters. The position peaked at $32.5K in Q1 2024. 229 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • Castleview Partners reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 423 Global X MLP ETF shares in Q1 2025, an estimated $21.1K.
  • Castleview Partners first reported a position in Global X MLP ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Global X MLP ETF position peaked at $32.5K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.