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Mascoma Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-291
Closed -$14.1K – 477
2024
Q2 		$14.1K Hold
291
– – ﹤0.01% 294
2024
Q1 		$14K Hold
291
– – ﹤0.01% 282
2023
Q4 		$12.9K Hold
291
– – ﹤0.01% 301
2023
Q3 		$13K Hold
291
– – ﹤0.01% 303
2023
Q2 		$12.5K Hold
291
– – ﹤0.01% 305
2023
Q1 		$12.3K Hold
291
– – ﹤0.01% 387
2022
Q4 		$12K Buy
+291
New +$12.2K ﹤0.01% 386

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mascoma Wealth Management's MLPA Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 291 shares — an estimated $14.1K sold.

Mascoma Wealth Management first reported a position in MLPA in Q4 2022 and held it in 7 quarters. The position peaked at $14.1K in Q2 2024. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 291 Global X MLP ETF shares in Q3 2024, an estimated $14.1K.
  • Mascoma Wealth Management first reported a position in Global X MLP ETF in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Global X MLP ETF position peaked at $14.1K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.