Alteri Wealth’s Global X MLP ETF MLPA Stock Holding History

Alteri Wealth’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	$452K	Buy	8,389 +674	+9%	+$35.3K	0.15%	172
2025 Q4	$373K	Buy	7,715 +611	+9%	+$29.5K	0.12%	194
2025 Q3	$344K	Buy	7,104 +2,500	+54%	+$124K	0.12%	194
2025 Q2	$231K	Buy	4,604 +578	+14%	+$28.8K	0.09%	240
2025 Q1	$214K	Buy	+4,026	New	+$212K	0.09%	232

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

Alteri Wealth's MLPA Position: Q1 2026 in Review

Alteri Wealth increased its Global X MLP ETF (MLPA) stake by 8.7% in Q1 2026, buying an estimated $35.3K and bringing the position to 8,389 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #172.

Alteri Wealth first reported a position in MLPA in Q1 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Alteri Wealth held 8,389 shares of Global X MLP ETF worth $452K as of Q1 2026.
Alteri Wealth bought 674 Global X MLP ETF shares in Q1 2026, an estimated $35.3K.
Global X MLP ETF made up 0.15% of Alteri Wealth's portfolio in Q1 2026, its #172 holding.
Alteri Wealth first reported a position in Global X MLP ETF in Q1 2025 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.