AlphaCore Capital’s Global X MLP ETF MLPA Stock Holding History

AlphaCore Capital’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	$2.68M	Buy	49,740 +2,000	+4%	+$105K	0.06%	221
2025 Q4	$2.31M	Hold	47,740	–	–	0.05%	243
2025 Q3	$2.31M	Sell	47,740 -1,700	-3%	-$84.6K	0.08%	179
2025 Q2	$2.48M	Buy	49,440 +10,840	+28%	+$540K	0.09%	166
2025 Q1	$2.05M	Buy	+38,600	New	+$2.03M	0.17%	120
2024 Q1	–	Sell	-36,100	Closed	-$1.6M	–	291
2023 Q4	$1.6M	Buy	36,100 +700	+2%	+$31.2K	0.23%	71
2023 Q3	$1.58M	Hold	35,400	–	–	0.25%	69
2023 Q2	$1.52M	Buy	+35,400	New	+$1.49M	0.24%	71

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

AlphaCore Capital's MLPA Position: Q1 2026 in Review

AlphaCore Capital increased its Global X MLP ETF (MLPA) stake by 4.2% in Q1 2026, buying an estimated $105K and bringing the position to 49,740 shares worth $2.68M. The position accounts for 0.06% of the portfolio, ranked #221.

AlphaCore Capital first reported a position in MLPA in Q2 2023 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

AlphaCore Capital held 49,740 shares of Global X MLP ETF worth $2.68M as of Q1 2026.
AlphaCore Capital bought 2,000 Global X MLP ETF shares in Q1 2026, an estimated $105K.
Global X MLP ETF made up 0.06% of AlphaCore Capital's portfolio in Q1 2026, its #221 holding.
AlphaCore Capital first reported a position in Global X MLP ETF in Q2 2023 and has held it in 8 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.