LFA
MLPA icon

Legend Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

Legend Financial 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
Q3 		– Sell
-500
Closed -$25.1K – 111
2025
Q2 		$25.1K Buy
+500
New +$24.9K 0.02% 79

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

Legend Financial Advisors's MLPA Position: Q3 2025 in Review

Legend Financial Advisors sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 500 shares — an estimated $25.1K sold.

Legend Financial Advisors first reported a position in MLPA in Q2 2025 and held it in 1 quarter. The position peaked at $25.1K in Q2 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • Legend Financial Advisors reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 500 Global X MLP ETF shares in Q3 2025, an estimated $25.1K.
  • Legend Financial Advisors first reported a position in Global X MLP ETF in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's Global X MLP ETF position peaked at $25.1K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.