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Country Trust Bank’s Global X MLP ETF MLPA Stock Holding History

Country Trust Bank’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
-253
Closed -$12.5K – 407
2024
Q4 		$12.5K Hold
253
– – ﹤0.01% 246
2024
Q3 		$12.1K Hold
253
– – ﹤0.01% 249
2024
Q2 		$12.3K Buy
+253
New +$12K ﹤0.01% 239

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 $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Country Trust Bank's MLPA Position: Q1 2025 in Review

Country Trust Bank sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 253 shares — an estimated $12.5K sold.

Country Trust Bank first reported a position in MLPA in Q2 2024 and held it in 3 quarters. The position peaked at $12.5K in Q4 2024. 229 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • Country Trust Bank reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Country Trust Bank sold 253 Global X MLP ETF shares in Q1 2025, an estimated $12.5K.
  • Country Trust Bank first reported a position in Global X MLP ETF in Q2 2024 and held it in 3 quarters.
  • Country Trust Bank's Global X MLP ETF position peaked at $12.5K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Country Trust Bank's 13F filing for Q1 2025, filed 22 Apr 2025.