Founders Financial Alliance’s Global X MLP ETF MLPA Stock Holding History

Founders Financial Alliance’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 Q1	–	Sell	-150	Closed	-$6.64K	–	566
2023 Q4	$6.64K	Hold	150	–	–	﹤0.01%	452
2023 Q3	$6.69K	Sell	150 -200	-57%	-$8.76K	﹤0.01%	432
2023 Q2	$15K	Hold	350	–	–	0.01%	427
2023 Q1	$14.6K	Hold	350	–	–	0.01%	389
2022 Q4	$14.5K	Hold	350	–	–	0.01%	405
2022 Q3	$14K	Hold	350	–	–	0.01%	400
2022 Q2	$13K	Hold	350	–	–	0.01%	423
2022 Q1	$14K	Hold	350	–	–	0.01%	374
2021 Q4	$12K	Hold	350	–	–	﹤0.01%	418
2021 Q3	$12K	Hold	350	–	–	0.01%	390
2021 Q2	$14K	Hold	350	–	–	0.01%	401
2021 Q1	$12K	Buy	350 +200	+133%	+$6.23K	0.01%	395
2020 Q4	$4K	Buy	+150	New	+$3.88K	﹤0.01%	392

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Founders Financial Alliance's MLPA Position: Q1 2024 in Review

Founders Financial Alliance sold out of Global X MLP ETF (MLPA) in Q1 2024, closing a stake of 150 shares — an estimated $6.64K sold.

Founders Financial Alliance first reported a position in MLPA in Q4 2020 and held it in 13 quarters. The position peaked at $15K in Q2 2023. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

Founders Financial Alliance reported no remaining Global X MLP ETF position as of Q1 2024 after selling out during the quarter.
Founders Financial Alliance sold 150 Global X MLP ETF shares in Q1 2024, an estimated $6.64K.
Founders Financial Alliance first reported a position in Global X MLP ETF in Q4 2020 and held it in 13 quarters.
Founders Financial Alliance's Global X MLP ETF position peaked at $15K in Q2 2023.
216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on Founders Financial Alliance's 13F filing for Q1 2024, filed 14 May 2024.