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Raleigh Capital Management’s Global X MLP ETF MLPA Stock Holding History

Raleigh Capital Management’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
-25
Closed -$1.33K – 677
2025
Q1 		$1.33K Sell
25
-10
-29% -$526 ﹤0.01% 437
2024
Q4 		$1.73K Hold
35
– – ﹤0.01% 846
2024
Q3 		$1.67K Buy
35
+25
+250% +$1.2K ﹤0.01% 835
2024
Q2 		$465 Buy
10
+1
+11% +$48 ﹤0.01% 908
2024
Q1 		$453 Sell
9
-669
-99% -$30.9K ﹤0.01% 892
2023
Q4 		$30K Buy
678
+13
+2% +$580 0.01% 363
2023
Q3 		$29.7K Sell
665
-39
-6% -$1.71K 0.02% 324
2023
Q2 		$30.2K Sell
704
-29
-4% -$1.22K 0.02% 308
2023
Q1 		$30.5K Buy
733
+6
+0.8% +$254 0.02% 309
2022
Q4 		$30K Buy
727
+8
+1% +$335 0.02% 272
2022
Q3 		$28K Sell
719
-60
-8% -$2.43K 0.02% 264
2022
Q2 		$29K Buy
779
+277
+55% +$11.2K 0.02% 273
2022
Q1 		$20K Buy
+502
New +$19.6K 0.01% 294

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

Raleigh Capital Management's MLPA Position: Q2 2025 in Review

Raleigh Capital Management sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 25 shares — an estimated $1.33K sold.

Raleigh Capital Management first reported a position in MLPA in Q1 2022 and held it in 13 quarters. The position peaked at $30.5K in Q1 2023. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • Raleigh Capital Management reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 25 Global X MLP ETF shares in Q2 2025, an estimated $1.33K.
  • Raleigh Capital Management first reported a position in Global X MLP ETF in Q1 2022 and held it in 13 quarters.
  • Raleigh Capital Management's Global X MLP ETF position peaked at $30.5K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.