MLPA — GLOBAL X FDS

Ownership history in ADVISORS MANAGEMENT GROUP INC /ADV  ·  16 quarters on record

This page tracks every 13F SEC filing in which ADVISORS MANAGEMENT GROUP INC /ADV reported a position in GLOBAL X FDS (MLPA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.76% (2022 Q3)
Avg. % of fund
2.88%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 236,296 -16,736 -6.6% 2.08% $11.4M $47.48
2025 Q3 ADDED 253,032 +2,191 +0.9% 2.15% $12.3M $46.53
2025 Q2 ADDED 250,841 +462 +0.2% 2.37% $12.6M $47.35
2025 Q1 ADDED 250,379 +5,565 +2.3% 2.90% $13.3M $49.24
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MLPA price (monthly, adj. close)

Other funds also holding MLPA

As of 2025 Q4 — sorted by position size

MATRIX PRIVATE CAPITAL GROUP LLC 3Y 3.1% Legacy Wealth Asset Management, LLC 3Y 2.56% Barry Investment Advisors, LLC 3Y 7Y 2.2% Guild Investment Management, Inc. 3Y 7Y 1.8% Wiser Advisor Group LLC 1.44% HERBST GROUP, LLC 3Y 1.3% Almanack Investment Partners, LLC. 3Y 7Y 0.96% Columbus Macro, LLC 3Y 7Y 0.88% Naviter Wealth, LLC 3Y 0.85% Anfield Capital Management, LLC 3Y 0.76%
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