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Evanson Asset Management’s Global X MLP ETF MLPA Stock Holding History

Evanson Asset Management’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
Q4 		– Sell
-6,185
Closed -$297K – 314
2024
Q3 		$297K Hold
6,185
– – 0.02% 251
2024
Q2 		$300K Hold
6,185
– – 0.02% 232
2024
Q1 		$298K Hold
6,185
– – 0.02% 245
2023
Q4 		$274K Hold
6,185
– – 0.02% 240
2023
Q3 		$276K Buy
+6,185
New +$271K 0.03% 233

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Evanson Asset Management's MLPA Position: Q4 2024 in Review

Evanson Asset Management sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 6,185 shares — an estimated $297K sold.

Evanson Asset Management first reported a position in MLPA in Q3 2023 and held it in 5 quarters. The position peaked at $300K in Q2 2024. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

  • Evanson Asset Management reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Evanson Asset Management sold 6,185 Global X MLP ETF shares in Q4 2024, an estimated $297K.
  • Evanson Asset Management first reported a position in Global X MLP ETF in Q3 2023 and held it in 5 quarters.
  • Evanson Asset Management's Global X MLP ETF position peaked at $300K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on Evanson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.