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GeoWealth Management’s Global X MLP ETF MLPA Stock Holding History

GeoWealth 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
-2,512
Closed -$126K – 1042
2025
Q2 		$126K Sell
2,512
-286
-10% -$14.2K ﹤0.01% 760
2025
Q1 		$149K Sell
2,798
-554
-17% -$29.1K 0.01% 723
2024
Q4 		$166K Sell
3,352
-1,420
-30% -$69.7K 0.01% 826
2024
Q3 		$229K Buy
4,772
+1,305
+38% +$62.7K 0.01% 675
2024
Q2 		$168K Sell
3,467
-1,916
-36% -$91K 0.01% 720
2024
Q1 		$260K Buy
5,383
+1,742
+48% +$80.4K 0.01% 608
2023
Q4 		$162K Sell
3,641
-85
-2% -$3.79K 0.01% 537
2023
Q3 		$166K Buy
+3,726
New +$163K 0.02% 301
2020
Q2 		– Sell
-2,333
Closed -$44K – 156
2020
Q1 		$44K Hold
2,333
– – 0.03% 91
2019
Q4 		$110K Buy
+2,333
New +$109K 0.06% 99

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 $377B AUM 19.32% 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 $4.62B AUM 25.58% 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 $374B AUM 17.66% 1-Year Est. Return

GeoWealth Management's MLPA Position: Q3 2025 in Review

GeoWealth Management sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 2,512 shares — an estimated $126K sold.

GeoWealth Management first reported a position in MLPA in Q4 2019 and held it in 10 quarters. The position peaked at $260K in Q1 2024. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • GeoWealth Management reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,512 Global X MLP ETF shares in Q3 2025, an estimated $126K.
  • GeoWealth Management first reported a position in Global X MLP ETF in Q4 2019 and held it in 10 quarters.
  • GeoWealth Management's Global X MLP ETF position peaked at $260K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.