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Plante Moran Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

Plante Moran Financial Advisors’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
-366
Closed -$18.1K – 907
2024
Q4 		$18.1K Buy
+366
New +$18K ﹤0.01% 501
2022
Q3 		– Sell
-182
Closed -$7K – 991
2022
Q2 		$7K Buy
+182
New +$7.38K ﹤0.01% 664
2019
Q2 		– Sell
-569
Closed -$30K – 820
2019
Q1 		$30K Buy
+569
New +$29.6K 0.01% 418

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Plante Moran Financial Advisors's MLPA Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 366 shares — an estimated $18.1K sold.

Plante Moran Financial Advisors first reported a position in MLPA in Q1 2019 and held it in 3 quarters. The position peaked at $30K in Q1 2019. 233 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 366 Global X MLP ETF shares in Q1 2025, an estimated $18.1K.
  • Plante Moran Financial Advisors first reported a position in Global X MLP ETF in Q1 2019 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Global X MLP ETF position peaked at $30K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.