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Golden State Equity Partners’s Global X MLP ETF MLPA Stock Holding History

Golden State Equity Partners’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
Q4 		– Sell
-13,513
Closed -$654K – 512
2025
Q3 		$654K Sell
13,513
-966
-7% -$48.1K 0.11% 216
2025
Q2 		$727K Sell
14,479
-80
-0.5% -$3.98K 0.13% 186
2025
Q1 		$775K Buy
14,559
+45
+0.3% +$2.37K 0.15% 165
2024
Q4 		$717K Buy
+14,514
New +$712K 0.14% 177

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Golden State Equity Partners's MLPA Position: Q4 2025 in Review

Golden State Equity Partners sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 13,513 shares — an estimated $654K sold.

Golden State Equity Partners first reported a position in MLPA in Q4 2024 and held it in 4 quarters. The position peaked at $775K in Q1 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • Golden State Equity Partners reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 13,513 Global X MLP ETF shares in Q4 2025, an estimated $654K.
  • Golden State Equity Partners first reported a position in Global X MLP ETF in Q4 2024 and held it in 4 quarters.
  • Golden State Equity Partners's Global X MLP ETF position peaked at $775K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Golden State Equity Partners's 13F filing for Q4 2025, filed 29 Jan 2026.