Watershed Private Wealth’s Global X MLP ETF MLPA Stock Holding History

Watershed Private Wealth’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	-10,187	Closed	-$542K	–	111
2025 Q1	$542K	Hold	10,187	–	–	0.22%	63
2024 Q4	$503K	Hold	10,187	–	–	0.2%	70
2024 Q3	$489K	Hold	10,187	–	–	0.19%	69
2024 Q2	$494K	Hold	10,187	–	–	0.21%	73
2024 Q1	$491K	Hold	10,187	–	–	0.22%	76
2023 Q4	$451K	Hold	10,187	–	–	0.25%	68
2023 Q3	$454K	Sell	10,187 -456	-4%	-$20K	0.28%	63
2023 Q2	$457K	Hold	10,643	–	–	0.28%	60
2023 Q1	$443K	Hold	10,643	–	–	0.3%	58
2022 Q4	$439K	Buy	+10,643	New	+$446K	0.33%	55

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

Watershed Private Wealth's MLPA Position: Q2 2025 in Review

Watershed Private Wealth sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 10,187 shares — an estimated $542K sold.

Watershed Private Wealth first reported a position in MLPA in Q4 2022 and held it in 10 quarters. The position peaked at $542K in Q1 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

Watershed Private Wealth reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
Watershed Private Wealth sold 10,187 Global X MLP ETF shares in Q2 2025, an estimated $542K.
Watershed Private Wealth first reported a position in Global X MLP ETF in Q4 2022 and held it in 10 quarters.
Watershed Private Wealth's Global X MLP ETF position peaked at $542K in Q1 2025.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on Watershed Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.