Advisors Asset Management’s Global X MLP ETF MLPA Stock Holding History

Advisors Asset 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
2026 Q1	$7.98M	Buy	148,098 +13,747	+10%	+$720K	0.13%	204
2025 Q4	$6.5M	Buy	134,351 +9,980	+8%	+$481K	0.11%	237
2025 Q3	$6.02M	Buy	124,371 +33,584	+37%	+$1.67M	0.1%	273
2025 Q2	$4.56M	Buy	90,787 +24,182	+36%	+$1.2M	0.08%	324
2025 Q1	$3.55M	Buy	66,605 +33,952	+104%	+$1.79M	0.07%	399
2024 Q4	$1.61M	Buy	32,653 +31,295	+2,304%	+$1.54M	0.03%	605
2024 Q3	$65.2K	Buy	+1,358	New	+$65.2K	﹤0.01%	1278
2020 Q2	–	Sell	-34	Closed	-$1K	–	1559
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	1485
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	1528
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	1544
2019 Q2	$0	Hold	34	–	–	﹤0.01%	1583
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	1795
2018 Q4	$2K	Sell	34 -381	-92%	-$20.1K	﹤0.01%	1574
2018 Q3	$24K	Hold	415	–	–	﹤0.01%	1503
2018 Q2	$23K	Hold	415	–	–	﹤0.01%	1502
2018 Q1	$21K	Hold	415	–	–	﹤0.01%	1440
2017 Q4	$25K	Sell	415 -593	-59%	-$34.6K	﹤0.01%	1439
2017 Q3	$62K	Sell	1,008 -1,175	-54%	-$73.8K	﹤0.01%	1387
2017 Q2	$143K	Sell	2,183 -29	-1%	-$1.94K	﹤0.01%	1329
2017 Q1	$154K	Sell	2,212 -25	-1%	-$1.76K	﹤0.01%	1338
2016 Q4	$155K	Sell	2,237 -74	-3%	-$5K	﹤0.01%	1423
2016 Q3	$161K	Sell	2,311 -20	-0.9%	-$1.38K	﹤0.01%	1401
2016 Q2	$163K	Buy	2,331 +426	+22%	+$27.8K	﹤0.01%	1398
2016 Q1	$112K	Buy	1,905 +154	+9%	+$8.29K	﹤0.01%	1428
2015 Q4	$109K	Buy	1,751 +1,132	+183%	+$73.4K	﹤0.01%	1532
2015 Q3	$40K	Buy	+619	New	+$47.7K	﹤0.01%	1751

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Advisors Asset Management's MLPA Position: Q1 2026 in Review

Advisors Asset Management increased its Global X MLP ETF (MLPA) stake by 10% in Q1 2026, buying an estimated $720K and bringing the position to 148,098 shares worth $7.98M. The position accounts for 0.13% of the portfolio, ranked #204.

Advisors Asset Management first reported a position in MLPA in Q3 2015 and has held it in 26 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Advisors Asset Management held 148,098 shares of Global X MLP ETF worth $7.98M as of Q1 2026.
Advisors Asset Management bought 13,747 Global X MLP ETF shares in Q1 2026, an estimated $720K.
Global X MLP ETF made up 0.13% of Advisors Asset Management's portfolio in Q1 2026, its #204 holding.
Advisors Asset Management first reported a position in Global X MLP ETF in Q3 2015 and has held it in 26 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.