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Signet Financial Management’s Global X MLP ETF MLPA Stock Holding History

Signet Financial 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
Q1 		– Sell
-4,476
Closed -$221K – 291
2024
Q4 		$221K Sell
4,476
-63
-1% -$3.09K 0.03% 254
2024
Q3 		$218K Sell
4,539
-321
-7% -$15.4K 0.03% 256
2024
Q2 		$236K Sell
4,860
-31
-0.6% -$1.47K 0.03% 249
2024
Q1 		$236K Buy
4,891
+14
+0.3% +$646 0.03% 256
2023
Q4 		$216K Sell
4,877
-61
-1% -$2.72K 0.03% 259
2023
Q3 		$220K Sell
4,938
-1,506
-23% -$66K 0.04% 248
2023
Q2 		$277K Buy
6,444
+28
+0.4% +$1.18K 0.04% 235
2023
Q1 		$267K Sell
6,416
-72
-1% -$3.04K 0.04% 239
2022
Q4 		$268K Sell
6,488
-89
-1% -$3.73K 0.05% 229
2022
Q3 		$259K Buy
6,577
+757
+13% +$30.6K 0.05% 219
2022
Q2 		$215K Buy
+5,820
New +$236K 0.04% 236
2022
Q1 		– Sell
-4,349
Closed -$152K – 898
2021
Q4 		$152K Buy
+4,349
New +$156K 0.02% 282
2020
Q1 		– Sell
-14,376
Closed -$680K – 252
2019
Q4 		$680K Buy
14,376
+337
+2% +$15.7K 0.13% 155
2019
Q3 		$633K Buy
14,039
+384
+3% +$19.8K 0.12% 154
2019
Q2 		$737K Sell
13,655
-1,087
-7% -$57.3K 0.15% 145
2019
Q1 		$766K Buy
14,742
+4,576
+45% +$238K 0.15% 141
2018
Q4 		$468K Buy
10,166
+618
+6% +$32.6K 0.1% 164
2018
Q3 		$547K Buy
9,548
+729
+8% +$42.4K 0.1% 161
2018
Q2 		$485K Buy
8,819
+1,955
+28% +$107K 0.09% 164
2018
Q1 		$350K Buy
+6,864
New +$401K 0.06% 171
2016
Q1 		– Sell
-3,313
Closed -$207K – 195
2015
Q4 		$207K Sell
3,313
-6,249
-65% -$405K 0.04% 185
2015
Q3 		$621K Sell
9,562
-8,747
-48% -$674K 0.14% 88
2015
Q2 		$1.56M Sell
18,309
-589
-3% -$53.8K 0.36% 68
2015
Q1 		$1.73M Sell
18,898
-660
-3% -$61.2K 0.48% 61
2014
Q4 		$1.87M Buy
+19,558
New +$1.93M 0.68% 57

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
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

Signet Financial Management's MLPA Position: Q1 2025 in Review

Signet Financial Management sold out of Global X MLP ETF (MLPA) in Q1 2025, closing a stake of 4,476 shares — an estimated $221K sold.

Signet Financial Management first reported a position in MLPA in Q4 2014 and held it in 25 quarters. The position peaked at $1.87M in Q4 2014. 229 funds tracked by Wall St. Rank hold MLPA as of Q1 2025.

  • Signet Financial Management reported no remaining Global X MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Signet Financial Management sold 4,476 Global X MLP ETF shares in Q1 2025, an estimated $221K.
  • Signet Financial Management first reported a position in Global X MLP ETF in Q4 2014 and held it in 25 quarters.
  • Signet Financial Management's Global X MLP ETF position peaked at $1.87M in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2025.

Based on Signet Financial Management's 13F filing for Q1 2025, filed 15 Apr 2025.