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

Tradewinds 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	-57,804	Closed	-$3.08M	–	677
2025 Q1	$3.08M	Buy	+57,804	New	+$3.04M	0.82%	17
2024 Q2	–	Sell	-3,751	Closed	-$181K	–	603
2024 Q1	$181K	Buy	+3,751	New	+$173K	0.05%	79
2022 Q2	–	Sell	-138	Closed	-$6K	–	652
2022 Q1	$6K	Hold	138	–	–	﹤0.01%	543
2021 Q4	$5K	Hold	138	–	–	﹤0.01%	582
2021 Q3	$5K	Hold	138	–	–	﹤0.01%	557
2021 Q2	$5K	Hold	138	–	–	﹤0.01%	573
2021 Q1	$5K	Hold	138	–	–	﹤0.01%	552
2020 Q4	$4K	Hold	138	–	–	﹤0.01%	536
2020 Q3	$3K	Hold	138	–	–	﹤0.01%	545
2020 Q2	$4K	Hold	138	–	–	﹤0.01%	501
2020 Q1	$3K	Hold	138	–	–	﹤0.01%	507
2019 Q4	$7K	Sell	138 -392	-74%	-$18.3K	﹤0.01%	454
2019 Q3	$27K	Sell	530 -667	-56%	-$34.4K	0.01%	238
2019 Q2	$63K	Sell	1,197 -70,957	-98%	-$3.74M	0.03%	160
2019 Q1	$3.84M	Buy	72,154 +70,959	+5,938%	+$3.69M	1.41%	14
2018 Q4	$55K	Sell	1,195 -211,430	-99%	-$11.1M	0.03%	180
2018 Q3	$12.2M	Buy	+212,625	New	+$12.4M	4.67%	8
2017 Q4	–	Sell	-51	Closed	-$3K	–	723
2017 Q3	$3K	Sell	51 -58	-53%	-$3.64K	﹤0.01%	540
2017 Q2	$7K	Buy	109 +2	+2%	+$134	﹤0.01%	442
2017 Q1	$7K	Buy	107 +66	+161%	+$4.64K	﹤0.01%	442
2016 Q4	$3K	Buy	41 +38	+1,267%	+$2.57K	﹤0.01%	503
2016 Q3	$0	Buy	+3	New	+$207	﹤0.01%	669

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Tradewinds Capital Management sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 57,804 shares — an estimated $3.08M sold.

Tradewinds Capital Management first reported a position in MLPA in Q3 2016 and held it in 22 quarters. The position peaked at $12.2M in Q3 2018. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

Tradewinds Capital Management reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
Tradewinds Capital Management sold 57,804 Global X MLP ETF shares in Q2 2025, an estimated $3.08M.
Tradewinds Capital Management first reported a position in Global X MLP ETF in Q3 2016 and held it in 22 quarters.
Tradewinds Capital Management's Global X MLP ETF position peaked at $12.2M in Q3 2018.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Tradewinds Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.