LM Advisors’s Global X MLP ETF MLPA Stock Holding History

LM 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 Q1	–	Sell	-1,919	Closed	-$85K	–	528
2023 Q4	$85K	Buy	+1,919	New	+$85.6K	0.02%	264

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LM Advisors's MLPA Position: Q1 2024 in Review

LM Advisors sold out of Global X MLP ETF (MLPA) in Q1 2024, closing a stake of 1,919 shares — an estimated $85K sold.

LM Advisors first reported a position in MLPA in Q4 2023 and held it in 1 quarter. The position peaked at $85K in Q4 2023. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

LM Advisors reported no remaining Global X MLP ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,919 Global X MLP ETF shares in Q1 2024, an estimated $85K.
LM Advisors first reported a position in Global X MLP ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Global X MLP ETF position peaked at $85K in Q4 2023.
216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.