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VisionPoint Advisory Group’s Global X MLP ETF MLPA Stock Holding History

VisionPoint Advisory Group’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
-45
Closed -$2.18K – 566
2024
Q2 		$2.18K Hold
45
– – ﹤0.01% 662
2024
Q1 		$2.17K Sell
45
-41
-48% -$1.89K ﹤0.01% 670
2023
Q4 		$3.81K Buy
+86
New +$3.84K ﹤0.01% 527
2023
Q3 		– Sell
-851
Closed -$36.5K – 777
2023
Q2 		$36.5K Buy
+851
New +$35.8K 0.01% 237
2022
Q4 		– Sell
-5,288
Closed -$209K – 134
2022
Q3 		$209K Sell
5,288
-3,528
-40% -$143K 0.1% 86
2022
Q2 		$364K Sell
8,816
-18,394
-68% -$745K 0.14% 71
2022
Q1 		$1.04M Sell
27,210
-4,906
-15% -$191K 0.48% 46
2021
Q4 		$1.3M Buy
32,116
+7,499
+30% +$269K 0.57% 43
2021
Q3 		$898K Sell
24,617
-7,335
-23% -$259K 0.4% 51
2021
Q2 		$1.24M Buy
31,952
+2,537
+9% +$93.4K 0.55% 53
2021
Q1 		$973K Buy
29,415
+12,299
+72% +$383K 0.47% 57
2020
Q4 		$469K Buy
+17,116
New +$442K 0.24% 86

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

VisionPoint Advisory Group's MLPA Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 45 shares — an estimated $2.18K sold.

VisionPoint Advisory Group first reported a position in MLPA in Q4 2020 and held it in 12 quarters. The position peaked at $1.3M in Q4 2021. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 45 Global X MLP ETF shares in Q3 2024, an estimated $2.18K.
  • VisionPoint Advisory Group first reported a position in Global X MLP ETF in Q4 2020 and held it in 12 quarters.
  • VisionPoint Advisory Group's Global X MLP ETF position peaked at $1.3M in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.