Anchor Investment Management’s Global X MLP ETF MLPA Stock Holding History

Anchor Investment Management’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	$2.28K	Hold	42	–	–	﹤0.01%	977
2025 Q4	$2.01K	Buy	42 +1	+2%	+$48	﹤0.01%	972
2025 Q3	$1.97K	Buy	41 +1	+3%	+$50	﹤0.01%	985
2025 Q2	$2.01K	Buy	+40	New	+$1.99K	﹤0.01%	955

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 $5.7B AUM 32.06% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Anchor Investment Management's MLPA Position: Q1 2026 in Review

Anchor Investment Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 42 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Anchor Investment Management first reported a position in MLPA in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Anchor Investment Management held 42 shares of Global X MLP ETF worth $2.28K as of Q1 2026.
Anchor Investment Management left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #977 holding.
Anchor Investment Management first reported a position in Global X MLP ETF in Q2 2025 and has held it in 4 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

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