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Edmonds Duncan Registered Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Edmonds Duncan Registered Investment 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
Q3 		$2.55M Buy
53,140
+2,192
+4% +$105K 0.56% 32
2024
Q2 		$2.47M Sell
50,948
-249
-0.5% -$11.8K 0.6% 30
2024
Q1 		$2.47M Sell
51,197
-343
-0.7% -$15.8K 0.62% 29
2023
Q4 		$2.28M Sell
51,540
-897
-2% -$40K 0.59% 32
2023
Q3 		$2.34M Sell
52,437
-1,542
-3% -$67.5K 0.66% 31
2023
Q2 		$2.32M Buy
53,979
+155
+0.3% +$6.51K 0.7% 29
2023
Q1 		$2.24M Sell
53,824
-1,156
-2% -$48.9K 0.69% 32
2022
Q4 		$2.27M Sell
54,980
-1,426
-3% -$59.8K 0.74% 31
2022
Q3 		$2.23M Sell
56,406
-172
-0.3% -$6.96K 0.79% 30
2022
Q2 		$2.09M Sell
56,578
-15,892
-22% -$644K 0.72% 33
2022
Q1 		$2.92M Buy
72,470
+588
+0.8% +$22.9K 0.85% 30
2021
Q4 		$2.77M Buy
71,882
+1,423
+2% +$51.1K 0.73% 31
2021
Q3 		$2.48M Sell
70,459
-751
-1% -$26.5K 0.76% 32
2021
Q2 		$2.75M Sell
71,210
-3,260
-4% -$120K 0.86% 30
2021
Q1 		$2.46M Sell
74,470
-1,207
-2% -$37.6K 0.82% 33
2020
Q4 		$2.24M Sell
75,677
-6,870
-8% -$177K 0.75% 36
2020
Q3 		$1.81M Buy
82,547
+4,391
+6% +$112K 0.76% 35
2020
Q2 		$2.13M Buy
78,156
+2,650
+4% +$71.5K 0.92% 30
2020
Q1 		$1.43M Sell
75,506
-4,219
-5% -$157K 0.73% 35
2019
Q4 		$3.77M Sell
79,725
-4,470
-5% -$208K 1.53% 20
2019
Q3 		$4.23M Sell
84,195
-1,673
-2% -$86.2K 1.78% 19
2019
Q2 		$4.56M Buy
85,868
+17,521
+26% +$923K 1.88% 18
2019
Q1 		$3.64M Buy
68,347
+1,193
+2% +$62K 1.51% 22
2018
Q4 		$3.09M Buy
67,154
+22,509
+50% +$1.19M 1.45% 22
2018
Q3 		$2.56M Sell
44,645
-1,136
-2% -$66.1K 1.05% 28
2018
Q2 		$2.52M Buy
45,781
+80
+0.2% +$4.37K 1.1% 30
2018
Q1 		$2.33M Buy
45,701
+224
+0.5% +$13.1K 1.05% 30
2017
Q4 		$2.69M Sell
45,477
-5,154
-10% -$301K 1.21% 30
2017
Q3 		$2.94M Sell
50,631
-80,831
-61% -$5.07M 1.37% 28
2017
Q2 		$8.61M Buy
131,462
+4,502
+4% +$301K 4.96% 4
2017
Q1 		$8.85M Buy
126,960
+4,867
+4% +$342K 4.7% 4
2016
Q4 		$8.48M Buy
122,093
+1,165
+1% +$78.7K 4.92% 1
2016
Q3 		$8.29M Buy
120,928
+27,242
+29% +$1.88M 5.02% 1
2016
Q2 		$6.45M Buy
93,686
+1,426
+2% +$93.1K 3.88% 6
2016
Q1 		$5.4M Buy
92,260
+1,602
+2% +$86.2K 3.6% 7
2015
Q4 		$5.65M Buy
+90,658
New +$5.88M 3.88% 7

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 $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's MLPA Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Global X MLP ETF (MLPA) stake by 4.3% in Q3 2024, buying an estimated $105K and bringing the position to 53,140 shares worth $2.55M. The position accounts for 0.56% of the portfolio, ranked #32.

Edmonds Duncan Registered Investment Advisors first reported a position in MLPA in Q4 2015 and has held it in 36 quarters since. The position peaked at $8.85M in Q1 2017. 205 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 53,140 shares of Global X MLP ETF worth $2.55M as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 2,192 Global X MLP ETF shares in Q3 2024, an estimated $105K.
  • Global X MLP ETF made up 0.56% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #32 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Global X MLP ETF in Q4 2015 and has held it in 36 quarters since.
  • Edmonds Duncan Registered Investment Advisors's Global X MLP ETF position peaked at $8.85M in Q1 2017.
  • 205 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.