Tradition Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-500	Closed	-$22K	–	873
2023 Q4	$22K	Hold	500	–	–	﹤0.01%	819
2023 Q3	$22K	Buy	500 +200	+67%	+$8.76K	﹤0.01%	820
2023 Q2	$13K	Hold	300	–	–	﹤0.01%	985
2023 Q1	$12K	Sell	300 -209	-41%	-$8.84K	﹤0.01%	963
2022 Q4	$21K	Hold	509	–	–	﹤0.01%	742
2022 Q3	$20K	Buy	509 +9	+2%	+$364	﹤0.01%	760
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	664
2022 Q1	$20K	Hold	500	–	–	﹤0.01%	718
2021 Q4	$17K	Hold	500	–	–	﹤0.01%	776
2021 Q3	$18K	Sell	500 -100	-17%	-$3.53K	﹤0.01%	758
2021 Q2	$23K	Buy	600 +100	+20%	+$3.68K	﹤0.01%	726
2021 Q1	$17K	Buy	500 +200	+67%	+$6.23K	﹤0.01%	668
2020 Q4	$8K	Buy	+300	New	+$7.75K	﹤0.01%	780

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tradition Wealth Management's MLPA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2024, closing a stake of 500 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in MLPA in Q4 2020 and held it in 13 quarters. The position peaked at $23K in Q2 2021. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

Tradition Wealth Management reported no remaining Global X MLP ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 500 Global X MLP ETF shares in Q1 2024, an estimated $22K.
Tradition Wealth Management first reported a position in Global X MLP ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Global X MLP ETF position peaked at $23K in Q2 2021.
216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.