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Prepared Retirement Institute’s Global X MLP ETF MLPA Stock Holding History

Prepared Retirement Institute’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
-4,149
Closed -$201K – 82
2024
Q2 		$201K Hold
4,149
– – 0.13% 78
2024
Q1 		$200K Buy
+4,149
New +$192K 0.15% 68

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

Prepared Retirement Institute's MLPA Position: Q3 2024 in Review

Prepared Retirement Institute sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 4,149 shares — an estimated $201K sold.

Prepared Retirement Institute first reported a position in MLPA in Q1 2024 and held it in 2 quarters. The position peaked at $201K in Q2 2024. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • Prepared Retirement Institute reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 4,149 Global X MLP ETF shares in Q3 2024, an estimated $201K.
  • Prepared Retirement Institute first reported a position in Global X MLP ETF in Q1 2024 and held it in 2 quarters.
  • Prepared Retirement Institute's Global X MLP ETF position peaked at $201K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on Prepared Retirement Institute's 13F filing for Q3 2024, filed 13 Feb 2025.