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Stratos Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Stratos Wealth 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
-7,731
Closed -$373K – 746
2024
Q1 		$373K Buy
+7,731
New +$357K 0.02% 517
2023
Q2 		– Sell
-21,400
Closed -$890K – 646
2023
Q1 		$890K Sell
21,400
-5,959
-22% -$252K 0.07% 313
2022
Q4 		$1.13M Buy
27,359
+1,175
+4% +$49.2K 0.09% 266
2022
Q3 		$1.03M Buy
+26,184
New +$1.06M 0.11% 243
2022
Q2 		– Sell
-11,846
Closed -$477K – 539
2022
Q1 		$477K Sell
11,846
-3,676
-24% -$143K 0.04% 382
2021
Q4 		$543K Buy
15,522
+578
+4% +$20.7K 0.04% 380
2021
Q3 		$527K Sell
14,944
-6,755
-31% -$239K 0.05% 345
2021
Q2 		$839K Buy
21,699
+11,600
+115% +$427K 0.07% 268
2021
Q1 		$334K Buy
+10,099
New +$315K 0.04% 375

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

Stratos Wealth Advisors's MLPA Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q2 2024, closing a stake of 7,731 shares — an estimated $373K sold.

Stratos Wealth Advisors first reported a position in MLPA in Q1 2021 and held it in 9 quarters. The position peaked at $1.13M in Q4 2022. 215 funds tracked by Wall St. Rank hold MLPA as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining Global X MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 7,731 Global X MLP ETF shares in Q2 2024, an estimated $373K.
  • Stratos Wealth Advisors first reported a position in Global X MLP ETF in Q1 2021 and held it in 9 quarters.
  • Stratos Wealth Advisors's Global X MLP ETF position peaked at $1.13M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.