ORG Partners’s Global X MLP ETF MLPA Stock Holding History

ORG Partners’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	-442	Closed	-$23.8K	–	1584
2025 Q1	$23.8K	Buy	+442	New	+$23.2K	0.01%	641

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORG Partners's MLPA Position: Q2 2025 in Review

ORG Partners sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 442 shares — an estimated $23.8K sold.

ORG Partners first reported a position in MLPA in Q1 2025 and held it in 1 quarter. The position peaked at $23.8K in Q1 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

ORG Partners reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 442 Global X MLP ETF shares in Q2 2025, an estimated $23.8K.
ORG Partners first reported a position in Global X MLP ETF in Q1 2025 and held it in 1 quarter.
ORG Partners's Global X MLP ETF position peaked at $23.8K in Q1 2025.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.