Clarendon Private’s Global X MLP ETF MLPA Stock Holding History

Clarendon Private’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	-5,233	Closed	-$259K	–	108
2024 Q4	$259K	Buy	+5,233	New	+$257K	0.27%	90

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Clarendon Private's MLPA Position: Q1 2025 in Review

Clarendon Private sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 5,233 shares — an estimated $259K sold.

Clarendon Private first reported a position in MLPA in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 230 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

Clarendon Private reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
Clarendon Private sold 5,233 Global X MLP ETF shares in Q1 2025, an estimated $259K.
Clarendon Private first reported a position in Global X MLP ETF in Q4 2024 and held it in 1 quarter.
Clarendon Private's Global X MLP ETF position peaked at $259K in Q4 2024.
230 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Clarendon Private's 13F filing for Q1 2025, filed 7 May 2025.