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Legacy Capital Group California’s Global X MLP ETF MLPA Stock Holding History

Legacy Capital Group California’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
-4,927
Closed -$236K – 351
2024
Q3 		$236K Sell
4,927
-168
-3% -$8.07K 0.08% 282
2024
Q2 		$247K Sell
5,095
-764
-13% -$36.3K 0.09% 265
2024
Q1 		$283K Sell
5,859
-4,259
-42% -$197K 0.1% 235
2023
Q4 		$448K Buy
+10,118
New +$451K 0.17% 174

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

Legacy Capital Group California's MLPA Position: Q4 2024 in Review

Legacy Capital Group California sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 4,927 shares — an estimated $236K sold.

Legacy Capital Group California first reported a position in MLPA in Q4 2023 and held it in 4 quarters. The position peaked at $448K in Q4 2023. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

  • Legacy Capital Group California reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,927 Global X MLP ETF shares in Q4 2024, an estimated $236K.
  • Legacy Capital Group California first reported a position in Global X MLP ETF in Q4 2023 and held it in 4 quarters.
  • Legacy Capital Group California's Global X MLP ETF position peaked at $448K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.