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

Claro 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 Q2	–	Sell	-9,155	Closed	-$441K	–	447
2024 Q1	$441K	Buy	+9,155	New	+$423K	0.08%	255

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Claro Advisors's MLPA Position: Q2 2024 in Review

Claro Advisors sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 9,155 shares — an estimated $441K sold.

Claro Advisors first reported a position in MLPA in Q1 2024 and held it in 1 quarter. The position peaked at $441K in Q1 2024. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

Claro Advisors reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 9,155 Global X MLP ETF shares in Q2 2024, an estimated $441K.
Claro Advisors first reported a position in Global X MLP ETF in Q1 2024 and held it in 1 quarter.
Claro Advisors's Global X MLP ETF position peaked at $441K in Q1 2024.
215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.