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PSI Advisors’s Global X MLP ETF MLPA Stock Holding History

PSI 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
Q2 		– Sell
-712
Closed -$37.9K – 452
2025
Q1 		$37.9K Hold
712
– – 0.01% 281
2024
Q4 		$35.2K Hold
712
– – 0.01% 325
2024
Q3 		$34.2K Hold
712
– – 0.01% 327
2024
Q2 		$34.5K Hold
712
– – 0.01% 314
2024
Q1 		$34.3K Hold
712
– – 0.01% 315
2023
Q4 		$31.5K Hold
712
– – 0.01% 331
2023
Q3 		$31.7K Sell
712
-45
-6% -$1.97K 0.01% 314
2023
Q2 		$32.5K Sell
757
-11,015
-94% -$463K 0.01% 308
2023
Q1 		$490K Buy
11,772
+4,605
+64% +$195K 0.24% 71
2022
Q4 		$296K Sell
7,167
-68
-0.9% -$2.85K 0.16% 87
2022
Q3 		$285K Buy
+7,235
New +$293K 0.15% 93

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PSI Advisors's MLPA Position: Q2 2025 in Review

PSI Advisors sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 712 shares — an estimated $37.9K sold.

PSI Advisors first reported a position in MLPA in Q3 2022 and held it in 11 quarters. The position peaked at $490K in Q1 2023. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • PSI Advisors reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 712 Global X MLP ETF shares in Q2 2025, an estimated $37.9K.
  • PSI Advisors first reported a position in Global X MLP ETF in Q3 2022 and held it in 11 quarters.
  • PSI Advisors's Global X MLP ETF position peaked at $490K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.