FAIM
MLPA icon

Financial Advocates Investment Management’s Global X MLP ETF MLPA Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-37,318
Closed -$1.87M – 381
2025
Q2 		$1.87M Buy
37,318
+729
+2% +$36.3K 0.15% 137
2025
Q1 		$1.95M Buy
36,589
+157
+0.4% +$8.26K 0.14% 170
2024
Q4 		$1.8M Buy
36,432
+15,489
+74% +$760K 0.1% 195
2024
Q3 		$1M Buy
20,943
+3,916
+23% +$188K 0.06% 306
2024
Q2 		$826K Buy
17,027
+673
+4% +$32K 0.05% 334
2024
Q1 		$789K Buy
16,354
+686
+4% +$31.7K 0.05% 358
2023
Q4 		$694K Buy
15,668
+2,428
+18% +$108K 0.05% 361
2023
Q3 		$590K Buy
+13,240
New +$580K 0.04% 377
2022
Q4 		– Sell
-5,513
Closed -$217K – 824
2022
Q3 		$217K Sell
5,513
-475
-8% -$19.2K 0.02% 651
2022
Q2 		$221K Buy
5,988
+388
+7% +$15.7K 0.02% 599
2022
Q1 		$226K Buy
+5,600
New +$218K 0.01% 656

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's MLPA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 37,318 shares — an estimated $1.87M sold.

Financial Advocates Investment Management first reported a position in MLPA in Q1 2022 and held it in 11 quarters. The position peaked at $1.95M in Q1 2025. 226 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 37,318 Global X MLP ETF shares in Q3 2025, an estimated $1.87M.
  • Financial Advocates Investment Management first reported a position in Global X MLP ETF in Q1 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's Global X MLP ETF position peaked at $1.95M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.