Transce3nd’s Global X MLP ETF MLPA Stock Holding History

Transce3nd’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	-30	Closed	-$1.6K	–	1255
2025 Q1	$1.6K	Hold	30	–	–	﹤0.01%	893
2024 Q4	$1.48K	Buy	+30	New	+$1.47K	﹤0.01%	1146

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 $4.62B AUM 25.58% 1-Year Est. Return

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

Transce3nd's MLPA Position: Q2 2025 in Review

Transce3nd sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 30 shares — an estimated $1.6K sold.

Transce3nd first reported a position in MLPA in Q4 2024 and held it in 2 quarters. The position peaked at $1.6K in Q1 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

Transce3nd reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
Transce3nd sold 30 Global X MLP ETF shares in Q2 2025, an estimated $1.6K.
Transce3nd first reported a position in Global X MLP ETF in Q4 2024 and held it in 2 quarters.
Transce3nd's Global X MLP ETF position peaked at $1.6K in Q1 2025.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Transce3nd's 13F filing for Q2 2025, filed 13 Aug 2025.