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Fulcrum Equity Management’s Global X MLP ETF MLPA Stock Holding History

Fulcrum Equity 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
-23,491
Closed -$1.13M – 140
2024
Q3 		$1.13M Sell
23,491
-836
-3% -$40.1K 0.95% 33
2024
Q2 		$1.18M Sell
24,327
-1,486
-6% -$70.6K 1.06% 26
2024
Q1 		$1.24M Sell
25,813
-2,204
-8% -$102K 1.47% 19
2023
Q4 		$1.24M Buy
+28,017
New +$1.25M 1.53% 13

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

Fulcrum Equity Management's MLPA Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 23,491 shares — an estimated $1.13M sold.

Fulcrum Equity Management first reported a position in MLPA in Q4 2023 and held it in 4 quarters. The position peaked at $1.24M in Q1 2024. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 23,491 Global X MLP ETF shares in Q4 2024, an estimated $1.13M.
  • Fulcrum Equity Management first reported a position in Global X MLP ETF in Q4 2023 and held it in 4 quarters.
  • Fulcrum Equity Management's Global X MLP ETF position peaked at $1.24M in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.