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Mattson Financial Services’s Global X MLP ETF MLPA Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-4,621
Closed -$246K – 283
2025
Q1 		$246K Sell
4,621
-2,292
-33% -$121K 0.07% 141
2024
Q4 		$332K Buy
6,913
+2,125
+44% +$104K 0.11% 131
2024
Q3 		$232K Hold
4,788
– – 0.08% 143
2024
Q2 		$232K Buy
+4,788
New +$228K 0.08% 143

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mattson Financial Services's MLPA Position: Q2 2025 in Review

Mattson Financial Services sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 4,621 shares — an estimated $246K sold.

Mattson Financial Services first reported a position in MLPA in Q2 2024 and held it in 4 quarters. The position peaked at $332K in Q4 2024. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • Mattson Financial Services reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 4,621 Global X MLP ETF shares in Q2 2025, an estimated $246K.
  • Mattson Financial Services first reported a position in Global X MLP ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's Global X MLP ETF position peaked at $332K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.