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Magnus Financial Group’s Global X MLP ETF MLPA Stock Holding History

Magnus Financial Group’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
Q2 		– Sell
-5,686
Closed -$274K – 325
2024
Q1 		$274K Buy
+5,686
New +$262K 0.03% 261
2023
Q2 		– Sell
-8,811
Closed -$367K – 283
2023
Q1 		$367K Buy
8,811
+1,380
+19% +$58.4K 0.06% 201
2022
Q4 		$307K Buy
7,431
+1,329
+22% +$55.7K 0.05% 208
2022
Q3 		$241K Buy
+6,102
New +$247K 0.05% 212

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Magnus Financial Group's MLPA Position: Q2 2024 in Review

Magnus Financial Group sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 5,686 shares — an estimated $274K sold.

Magnus Financial Group first reported a position in MLPA in Q3 2022 and held it in 4 quarters. The position peaked at $367K in Q1 2023. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Magnus Financial Group reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Magnus Financial Group sold 5,686 Global X MLP ETF shares in Q2 2024, an estimated $274K.
  • Magnus Financial Group first reported a position in Global X MLP ETF in Q3 2022 and held it in 4 quarters.
  • Magnus Financial Group's Global X MLP ETF position peaked at $367K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Magnus Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.