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Waterloo Capital’s Global X MLP ETF MLPA Stock Holding History

Waterloo Capital’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
-8,779
Closed -$426K – 377
2024
Q2 		$426K Buy
8,779
+12
+0.1% +$570 0.05% 240
2024
Q1 		$423K Hold
8,767
– – 0.05% 242
2023
Q4 		$388K Buy
8,767
+58
+0.7% +$2.59K 0.06% 253
2023
Q3 		$388K Buy
8,709
+543
+7% +$23.8K 0.11% 121
2023
Q2 		$351K Hold
8,166
– – 0.1% 122
2023
Q1 		$340K Buy
+8,166
New +$345K 0.11% 120

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

Waterloo Capital's MLPA Position: Q3 2024 in Review

Waterloo Capital sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 8,779 shares — an estimated $426K sold.

Waterloo Capital first reported a position in MLPA in Q1 2023 and held it in 6 quarters. The position peaked at $426K in Q2 2024. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • Waterloo Capital reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Waterloo Capital sold 8,779 Global X MLP ETF shares in Q3 2024, an estimated $426K.
  • Waterloo Capital first reported a position in Global X MLP ETF in Q1 2023 and held it in 6 quarters.
  • Waterloo Capital's Global X MLP ETF position peaked at $426K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on Waterloo Capital's 13F filing for Q3 2024, filed 14 Nov 2024.