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Concourse Financial Group Securities’s Global X MLP ETF MLPA Stock Holding History

Concourse Financial Group Securities’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
-5,718
Closed -$304K – 1292
2024
Q4 		$304K Buy
5,718
+1,305
+30% +$64K 0.02% 610
2024
Q3 		$212K Sell
4,413
-293
-6% -$14.1K 0.01% 691
2024
Q2 		$228K Sell
4,706
-17,259
-79% -$820K 0.01% 655
2024
Q1 		$1.06M Buy
21,965
+17,272
+368% +$797K 0.07% 275
2023
Q4 		$208K Sell
4,693
-25
-0.5% -$1.11K 0.01% 644
2023
Q3 		$210K Sell
4,718
-971
-17% -$42.5K 0.02% 604
2023
Q2 		$244K Sell
5,689
-16,086
-74% -$676K 0.02% 587
2023
Q1 		$906K Buy
21,775
+1,596
+8% +$67.5K 0.07% 285
2022
Q4 		$833K Buy
20,179
+3,129
+18% +$131K 0.07% 295
2022
Q3 		$672K Buy
17,050
+6,128
+56% +$248K 0.06% 295
2022
Q2 		$403K Buy
10,922
+2,978
+37% +$121K 0.03% 444
2022
Q1 		$320K Buy
+7,944
New +$309K 0.02% 522
2020
Q2 		– Sell
-268
Closed -$7.24K – 2187
2020
Q1 		$5K Sell
268
-374
-58% -$14K ﹤0.01% 1661
2019
Q4 		$30K Buy
642
+525
+449% +$24.5K ﹤0.01% 1128
2019
Q3 		$6K Sell
117
-220
-65% -$11.3K ﹤0.01% 1280
2019
Q2 		$18K Buy
337
+173
+105% +$9.12K ﹤0.01% 1289
2019
Q1 		$8K Buy
164
+70
+74% +$3.64K ﹤0.01% 1592
2018
Q4 		$4K Sell
94
-20
-18% -$1.05K ﹤0.01% 1747
2018
Q3 		$7K Buy
+114
New +$6.63K ﹤0.01% 1280

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 $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Concourse Financial Group Securities's MLPA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 5,718 shares — an estimated $304K sold.

Concourse Financial Group Securities first reported a position in MLPA in Q3 2018 and held it in 19 quarters. The position peaked at $1.06M in Q1 2024. 230 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,718 Global X MLP ETF shares in Q1 2025, an estimated $304K.
  • Concourse Financial Group Securities first reported a position in Global X MLP ETF in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's Global X MLP ETF position peaked at $1.06M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.