Advisory Alpha’s Global X MLP ETF MLPA Stock Holding History

Advisory Alpha’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	$291K	Sell	5,372 -18,816	-78%	-$985K	0.01%	461
2025 Q4	$1.17M	Buy	24,188 +1,435	+6%	+$69.2K	0.03%	175
2025 Q3	$1.1M	Buy	+22,753	New	+$1.13M	0.03%	166
2025 Q2	–	Sell	-32,509	Closed	-$1.73M	–	493
2025 Q1	$1.73M	Sell	32,509 -4,787	-13%	-$252K	0.06%	121
2024 Q4	$1.85M	Sell	37,296 -545	-1%	-$26.7K	0.07%	107
2024 Q3	$1.82M	Buy	+37,841	New	+$1.82M	0.06%	111
2018 Q4	–	Sell	-58,389	Closed	-$3.16M	–	133
2018 Q3	$3.16M	Buy	58,389 +6,456	+12%	+$376K	0.8%	38
2018 Q2	$2.95M	Buy	51,933 +10,228	+25%	+$559K	0.74%	39
2018 Q1	$2.31M	Buy	41,705 +12,204	+41%	+$712K	0.8%	38
2017 Q4	$1.85M	Buy	29,501 +10,045	+52%	+$587K	0.6%	50
2017 Q3	$1.15M	Buy	19,456 +5,815	+43%	+$365K	0.32%	66
2017 Q2	$886K	Buy	13,641 +3,666	+37%	+$245K	0.26%	75
2017 Q1	$695K	Buy	+9,975	New	+$702K	0.24%	64
2016 Q4	–	Sell	-1,852	Closed	-$129K	–	106
2016 Q3	$129K	Buy	1,852 +1,778	+2,403%	+$123K	0.05%	67
2016 Q2	$5K	Buy	+74	New	+$4.83K	﹤0.01%	73

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

Advisory Alpha's MLPA Position: Q1 2026 in Review

Advisory Alpha reduced its Global X MLP ETF (MLPA) stake by 78% in Q1 2026, selling an estimated $985K and leaving 5,372 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #461.

Advisory Alpha first reported a position in MLPA in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.16M in Q3 2018. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Advisory Alpha held 5,372 shares of Global X MLP ETF worth $291K as of Q1 2026.
Advisory Alpha sold 18,816 Global X MLP ETF shares in Q1 2026, an estimated $985K.
Global X MLP ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #461 holding.
Advisory Alpha first reported a position in Global X MLP ETF in Q2 2016 and has held it in 15 quarters since.
Advisory Alpha's Global X MLP ETF position peaked at $3.16M in Q3 2018.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.