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 Q2	$2.29K	Buy	43 +1	+2%	+$54	﹤0.01%	1086
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 $1.89T 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

Anchor Investment Management's MLPA Position: Q2 2026 in Review

Anchor Investment Management increased its Global X MLP ETF (MLPA) stake by 2.4% in Q2 2026, buying an estimated $54 and bringing the position to 43 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Anchor Investment Management first reported a position in MLPA in Q2 2025 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Anchor Investment Management held 43 shares of Global X MLP ETF worth $2.29K as of Q2 2026.
Anchor Investment Management bought 1 Global X MLP ETF share in Q2 2026, an estimated $54.
Global X MLP ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1086 holding.
Anchor Investment Management first reported a position in Global X MLP ETF in Q2 2025 and has held it in 5 quarters since.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.