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Whalen Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-12,198
Closed -$612K – 241
2025
Q2 		$612K Sell
12,198
-32,671
-73% -$1.63M 0.38% 77
2025
Q1 		$2.39M Sell
44,869
-15,565
-26% -$818K 1.59% 17
2024
Q4 		$2.99M Buy
60,434
+13,236
+28% +$649K 2.07% 12
2024
Q3 		$2.26M Sell
47,198
-1,368
-3% -$65.7K 1.6% 16
2024
Q2 		$2.36M Buy
48,566
+26
+0.1% +$1.24K 1.87% 12
2024
Q1 		$2.34M Buy
48,540
+16,317
+51% +$753K 1.73% 9
2023
Q4 		$1.43M Buy
+32,223
New +$1.44M 1.29% 12

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Whalen Wealth Management's MLPA Position: Q3 2025 in Review

Whalen Wealth Management sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 12,198 shares — an estimated $612K sold.

Whalen Wealth Management first reported a position in MLPA in Q4 2023 and held it in 7 quarters. The position peaked at $2.99M in Q4 2024. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • Whalen Wealth Management reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 12,198 Global X MLP ETF shares in Q3 2025, an estimated $612K.
  • Whalen Wealth Management first reported a position in Global X MLP ETF in Q4 2023 and held it in 7 quarters.
  • Whalen Wealth Management's Global X MLP ETF position peaked at $2.99M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.