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

Glass Jacobson 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
2025
Q2 		– Sell
-867
Closed -$42.8K – 727
2025
Q1 		$42.8K Hold
867
– – 0.01% 395
2024
Q4 		$42.8K Sell
867
-287
-25% -$14.1K 0.01% 395
2024
Q3 		$55.4K Hold
1,154
– – 0.02% 346
2024
Q2 		$56K Sell
1,154
-266
-19% -$12.6K 0.02% 327
2024
Q1 		$68.5K Sell
1,420
-504
-26% -$23.3K 0.03% 309
2023
Q4 		$85.2K Hold
1,924
– – 0.03% 284
2023
Q3 		$85.8K Hold
1,924
– – 0.04% 274
2023
Q2 		$82.6K Buy
+1,924
New +$80.8K 0.04% 279
2022
Q4 		$79.4K Buy
+1,924
New +$80.6K 0.04% 285

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Glass Jacobson Investment Advisors's MLPA Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 867 shares — an estimated $42.8K sold.

Glass Jacobson Investment Advisors first reported a position in MLPA in Q4 2022 and held it in 9 quarters. The position peaked at $85.8K in Q3 2023. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 867 Global X MLP ETF shares in Q2 2025, an estimated $42.8K.
  • Glass Jacobson Investment Advisors first reported a position in Global X MLP ETF in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Global X MLP ETF position peaked at $85.8K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.