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

Advisors Management Group’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	$11.8M	Sell	218,405 -17,891	-8%	-$937K	2.14%	9
2025 Q4	$11.4M	Sell	236,296 -16,736	-7%	-$807K	2.08%	8
2025 Q3	$12.3M	Buy	253,032 +2,191	+0.9%	+$109K	2.15%	6
2025 Q2	$12.6M	Buy	250,841 +462	+0.2%	+$23K	2.37%	6
2025 Q1	$13.3M	Buy	250,379 +5,565	+2%	+$293K	2.9%	5
2024 Q4	$12.1M	Buy	244,814 +10,355	+4%	+$508K	2.86%	7
2024 Q3	$11.2M	Buy	234,459 +1,381	+0.6%	+$66.3K	2.66%	7
2024 Q2	$11.3M	Buy	233,078 +2,017	+0.9%	+$95.8K	2.82%	5
2024 Q1	$11.1M	Buy	231,061 +8,420	+4%	+$389K	2.77%	4
2023 Q4	$9.86M	Sell	222,641 -2,935	-1%	-$131K	2.68%	5
2023 Q3	$10.1M	Sell	225,576 -3,046	-1%	-$133K	3.04%	4
2023 Q2	$9.81M	Sell	228,622 -4,283	-2%	-$180K	2.93%	4
2023 Q1	$9.69M	Sell	232,905 -5,191	-2%	-$220K	3.09%	5
2022 Q4	$9.83M	Sell	238,096 -1,275	-0.5%	-$53.4K	3.71%	2
2022 Q3	$9.44M	Sell	239,371 -439	-0.2%	-$17.8K	3.76%	2
2022 Q2	$8.84M	Buy	239,810 +12,711	+6%	+$515K	3.1%	5
2022 Q1	$9.15M	Buy	+227,099	New	+$8.84M	3.09%	3

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 Management Group's MLPA Position: Q1 2026 in Review

Advisors Management Group reduced its Global X MLP ETF (MLPA) stake by 7.6% in Q1 2026, selling an estimated $937K and leaving 218,405 shares worth $11.8M. The position accounts for 2.14% of the portfolio, ranked #9.

Advisors Management Group first reported a position in MLPA in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.3M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Advisors Management Group held 218,405 shares of Global X MLP ETF worth $11.8M as of Q1 2026.
Advisors Management Group sold 17,891 Global X MLP ETF shares in Q1 2026, an estimated $937K.
Global X MLP ETF made up 2.14% of Advisors Management Group's portfolio in Q1 2026, its #9 holding.
Advisors Management Group first reported a position in Global X MLP ETF in Q1 2022 and has held it in 17 quarters since.
Advisors Management Group's Global X MLP ETF position peaked at $13.3M in Q1 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.