LI
MLPA icon

LVZ Inc’s Global X MLP ETF MLPA Stock Holding History

LVZ Inc’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
Q1 		– Sell
-10,882
Closed -$538K – 158
2024
Q4 		$538K Buy
10,882
+232
+2% +$11.4K 0.07% 75
2024
Q3 		$511K Sell
10,650
-2,090
-16% -$100K 0.07% 69
2024
Q2 		$618K Sell
12,740
-872
-6% -$41.4K 0.08% 56
2024
Q1 		$656K Sell
13,612
-3,985
-23% -$184K 0.09% 56
2023
Q4 		$780K Sell
17,597
-8,057
-31% -$359K 0.11% 54
2023
Q3 		$1.14M Sell
25,654
-24,092
-48% -$1.06M 0.18% 35
2023
Q2 		$2.14M Buy
49,746
+1,795
+4% +$75.4K 0.3% 35
2023
Q1 		$1.99M Buy
47,951
+9,423
+24% +$399K 0.29% 30
2022
Q4 		$1.59M Buy
38,528
+9,034
+31% +$379K 0.25% 31
2022
Q3 		$1.16M Buy
29,494
+2,396
+9% +$96.9K 0.2% 32
2022
Q2 		$999K Sell
27,098
-578
-2% -$23.4K 0.17% 35
2022
Q1 		$1.11M Sell
27,676
-980
-3% -$38.2K 0.16% 40
2021
Q4 		$1M Sell
28,656
-3,700
-11% -$133K 0.13% 43
2021
Q3 		$1.14M Sell
32,356
-309
-0.9% -$10.9K 0.16% 37
2021
Q2 		$1.26M Sell
32,665
-868
-3% -$31.9K 0.19% 40
2021
Q1 		$1.11M Buy
33,533
+6,418
+24% +$200K 0.17% 42
2020
Q4 		$743K Buy
27,115
+8,470
+45% +$219K 0.12% 43
2020
Q3 		$409K Buy
18,645
+3,162
+20% +$80.5K 0.08% 54
2020
Q2 		$421K Buy
15,483
+699
+5% +$18.9K 0.09% 54
2020
Q1 		$279K Buy
14,784
+213
+1% +$7.95K 0.07% 56
2019
Q4 		$689K Buy
+14,571
New +$680K 0.14% 48

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
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

LVZ Inc's MLPA Position: Q1 2025 in Review

LVZ Inc sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 10,882 shares — an estimated $538K sold.

LVZ Inc first reported a position in MLPA in Q4 2019 and held it in 21 quarters. The position peaked at $2.14M in Q2 2023. 229 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • LVZ Inc reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • LVZ Inc sold 10,882 Global X MLP ETF shares in Q1 2025, an estimated $538K.
  • LVZ Inc first reported a position in Global X MLP ETF in Q4 2019 and held it in 21 quarters.
  • LVZ Inc's Global X MLP ETF position peaked at $2.14M in Q2 2023.
  • 229 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on LVZ Inc's 13F filing for Q1 2025, filed 22 Apr 2025.