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 Q2	$588K	Buy	11,082 +2,693	+32%	+$145K	0.16%	154
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Alteri Wealth's MLPA Position: Q2 2026 in Review

Alteri Wealth increased its Global X MLP ETF (MLPA) stake by 32% in Q2 2026, buying an estimated $145K and bringing the position to 11,082 shares worth $588K. The position accounts for 0.16% of the portfolio, ranked #154.

Alteri Wealth first reported a position in MLPA in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Alteri Wealth held 11,082 shares of Global X MLP ETF worth $588K as of Q2 2026.
Alteri Wealth bought 2,693 Global X MLP ETF shares in Q2 2026, an estimated $145K.
Global X MLP ETF made up 0.16% of Alteri Wealth's portfolio in Q2 2026, its #154 holding.
Alteri Wealth first reported a position in Global X MLP ETF in Q1 2025 and has held it in 6 quarters since.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.