FGAM
MLPA icon

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

Financial Gravity 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
Q2 		– Sell
-375
Closed -$16.6K – 1660
2024
Q1 		$16.6K Hold
375
– – ﹤0.01% 399
2023
Q4 		$16.6K Buy
+375
New +$16.7K ﹤0.01% 407

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $5.7B AUM 32.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's MLPA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 375 shares — an estimated $16.6K sold.

Financial Gravity Asset Management first reported a position in MLPA in Q4 2023 and held it in 2 quarters. The position peaked at $16.6K in Q1 2024. 217 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 375 Global X MLP ETF shares in Q2 2024, an estimated $16.6K.
  • Financial Gravity Asset Management first reported a position in Global X MLP ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Global X MLP ETF position peaked at $16.6K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.