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Triad Wealth Partners’s Global X MLP ETF MLPA Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-1,306
Closed -$63.3K – 570
2024
Q2 		$63.3K Buy
+1,306
New +$62.1K 0.03% 192

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triad Wealth Partners's MLPA Position: Q3 2024 in Review

Triad Wealth Partners sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 1,306 shares — an estimated $63.3K sold.

Triad Wealth Partners first reported a position in MLPA in Q2 2024 and held it in 1 quarter. The position peaked at $63.3K in Q2 2024. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • Triad Wealth Partners reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,306 Global X MLP ETF shares in Q3 2024, an estimated $63.3K.
  • Triad Wealth Partners first reported a position in Global X MLP ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Global X MLP ETF position peaked at $63.3K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.