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Comprehensive Financial Planning’s Global X MLP ETF MLPA Stock Holding History

Comprehensive Financial Planning’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
Q4 		– Sell
-4,097
Closed -$198K – 423
2025
Q3 		$198K Sell
4,097
-7,473
-65% -$372K 0.14% 99
2025
Q2 		$581K Buy
11,570
+819
+8% +$40.8K 0.46% 54
2025
Q1 		$572K Sell
10,751
-87
-0.8% -$4.58K 0.56% 46
2024
Q4 		$536K Buy
+10,838
New +$532K 0.45% 49

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Comprehensive Financial Planning's MLPA Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 4,097 shares — an estimated $198K sold.

Comprehensive Financial Planning first reported a position in MLPA in Q4 2024 and held it in 4 quarters. The position peaked at $581K in Q2 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • Comprehensive Financial Planning reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 4,097 Global X MLP ETF shares in Q4 2025, an estimated $198K.
  • Comprehensive Financial Planning first reported a position in Global X MLP ETF in Q4 2024 and held it in 4 quarters.
  • Comprehensive Financial Planning's Global X MLP ETF position peaked at $581K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.