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Prosperity Capital Advisors’s Global X MLP ETF MLPA Stock Holding History

Prosperity Capital 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
2024
Q2 		– Sell
-4,628
Closed -$223K – 341
2024
Q1 		$223K Buy
+4,628
New +$214K 0.03% 307
2023
Q4 		– Sell
-7,987
Closed -$356K – 274
2023
Q3 		$356K Buy
+7,987
New +$350K 0.05% 167

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prosperity Capital Advisors's MLPA Position: Q2 2024 in Review

Prosperity Capital Advisors sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 4,628 shares — an estimated $223K sold.

Prosperity Capital Advisors first reported a position in MLPA in Q3 2023 and held it in 2 quarters. The position peaked at $356K in Q3 2023. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Prosperity Capital Advisors reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 4,628 Global X MLP ETF shares in Q2 2024, an estimated $223K.
  • Prosperity Capital Advisors first reported a position in Global X MLP ETF in Q3 2023 and held it in 2 quarters.
  • Prosperity Capital Advisors's Global X MLP ETF position peaked at $356K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Prosperity Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.