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GHP Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

GHP Investment Advisors’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
-128
Closed -$6.14K – 1017
2024
Q3 		$6.14K Buy
+128
New +$6.15K ﹤0.01% 781

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

GHP Investment Advisors's MLPA Position: Q4 2024 in Review

GHP Investment Advisors sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 128 shares — an estimated $6.14K sold.

GHP Investment Advisors first reported a position in MLPA in Q3 2024 and held it in 1 quarter. The position peaked at $6.14K in Q3 2024. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

  • GHP Investment Advisors reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 128 Global X MLP ETF shares in Q4 2024, an estimated $6.14K.
  • GHP Investment Advisors first reported a position in Global X MLP ETF in Q3 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Global X MLP ETF position peaked at $6.14K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.