Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Global X MLP ETF MLPA Stock Holding History

Envestnet Portfolio Solutions’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
-46,055
Closed -$2.22M – 1673
2024
Q1 		$2.22M Buy
+46,055
New +$2.13M 0.01% 604

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
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

Envestnet Portfolio Solutions's MLPA Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 46,055 shares — an estimated $2.22M sold.

Envestnet Portfolio Solutions first reported a position in MLPA in Q1 2024 and held it in 1 quarter. The position peaked at $2.22M in Q1 2024. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 46,055 Global X MLP ETF shares in Q2 2024, an estimated $2.22M.
  • Envestnet Portfolio Solutions first reported a position in Global X MLP ETF in Q1 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Global X MLP ETF position peaked at $2.22M in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.