CA
MLPA icon

Cetera Advisors’s Global X MLP ETF MLPA Stock Holding History

Cetera 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
2024
Q1 		$4.73M Buy
98,179
+61,003
+164% +$2.82M 0.04% 484
2023
Q4 		$1.65M Sell
37,176
-146
-0.4% -$6.51K 0.02% 570
2023
Q3 		$1.66M Buy
37,322
+2,102
+6% +$92.1K 0.03% 537
2023
Q2 		$1.51M Buy
35,220
+2,292
+7% +$96.3K 0.02% 563
2023
Q1 		$1.37M Sell
32,928
-1,532
-4% -$64.8K 0.02% 580
2022
Q4 		$1.42M Buy
34,460
+14,658
+74% +$614K 0.03% 544
2022
Q3 		$781K Buy
19,802
+2,054
+12% +$83.1K 0.02% 610
2022
Q2 		$654K Sell
17,748
-5,945
-25% -$241K 0.01% 732
2022
Q1 		$955K Buy
23,693
+523
+2% +$20.4K 0.02% 629
2021
Q4 		$810K Buy
23,170
+13,269
+134% +$476K 0.02% 680
2021
Q3 		$349K Buy
9,901
+604
+6% +$21.3K 0.01% 1034
2021
Q2 		$359K Buy
9,297
+1,262
+16% +$46.4K 0.01% 967
2021
Q1 		$266K Sell
8,035
-191
-2% -$5.95K 0.01% 1012
2020
Q4 		$226K Buy
+8,226
New +$212K 0.01% 937
2020
Q2 		– Sell
-5,627
Closed -$106K – 939
2020
Q1 		$106K Sell
5,627
-25,238
-82% -$942K 0.01% 758
2019
Q4 		$1.47M Buy
30,865
+4,623
+18% +$216K 0.06% 288
2019
Q3 		$1.32M Buy
26,242
+1,749
+7% +$90.1K 0.06% 300
2019
Q2 		$1.29M Buy
24,493
+3,018
+14% +$159K 0.06% 316
2019
Q1 		$1.14M Buy
21,475
+3,642
+20% +$189K 0.06% 308
2018
Q4 		$818K Buy
+17,833
New +$940K 0.05% 352

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisors's MLPA Position: Q1 2024 in Review

Cetera Advisors increased its Global X MLP ETF (MLPA) stake by 164% in Q1 2024, buying an estimated $2.82M and bringing the position to 98,179 shares worth $4.73M. The position accounts for 0.04% of the portfolio, ranked #484.

Cetera Advisors first reported a position in MLPA in Q4 2018 and has held it in 20 quarters since. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

  • Cetera Advisors held 98,179 shares of Global X MLP ETF worth $4.73M as of Q1 2024.
  • Cetera Advisors bought 61,003 Global X MLP ETF shares in Q1 2024, an estimated $2.82M.
  • Global X MLP ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #484 holding.
  • Cetera Advisors first reported a position in Global X MLP ETF in Q4 2018 and has held it in 20 quarters since.
  • 216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.