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Milestone Asset Management Group’s Global X MLP ETF MLPA Stock Holding History

Milestone Asset Management 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
2025
Q1 		– Sell
-4,462
Closed -$220K – 96
2024
Q4 		$220K Buy
+4,462
New +$219K 0.2% 88

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

Milestone Asset Management Group's MLPA Position: Q1 2025 in Review

Milestone Asset Management Group sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 4,462 shares — an estimated $220K sold.

Milestone Asset Management Group first reported a position in MLPA in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 229 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • Milestone Asset Management Group reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management Group sold 4,462 Global X MLP ETF shares in Q1 2025, an estimated $220K.
  • Milestone Asset Management Group first reported a position in Global X MLP ETF in Q4 2024 and held it in 1 quarter.
  • Milestone Asset Management Group's Global X MLP ETF position peaked at $220K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Milestone Asset Management Group's 13F filing for Q1 2025, filed 6 May 2025.