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West Coast Financial’s Global X MLP ETF MLPA Stock Holding History

West Coast Financial’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
-6,033
Closed -$321K – 96
2025
Q1 		$321K Hold
6,033
– – 0.04% 134
2024
Q4 		$298K Hold
6,033
– – 0.03% 136
2024
Q3 		$289K Hold
6,033
– – 0.03% 146
2024
Q2 		$293K Hold
6,033
– – 0.03% 137
2024
Q1 		$291K Hold
6,033
– – 0.04% 132
2023
Q4 		$267K Buy
+6,033
New +$269K 0.04% 139

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

West Coast Financial's MLPA Position: Q2 2025 in Review

West Coast Financial sold out of Global X MLP ETF (MLPA) in Q2 2025, closing a stake of 6,033 shares — an estimated $321K sold.

West Coast Financial first reported a position in MLPA in Q4 2023 and held it in 6 quarters. The position peaked at $321K in Q1 2025. 226 funds tracked by Wall St. Rank hold MLPA as of Q2 2025.

  • West Coast Financial reported no remaining Global X MLP ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 6,033 Global X MLP ETF shares in Q2 2025, an estimated $321K.
  • West Coast Financial first reported a position in Global X MLP ETF in Q4 2023 and held it in 6 quarters.
  • West Coast Financial's Global X MLP ETF position peaked at $321K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.