Arkadios Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Arkadios Wealth Advisors’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	$216K	Buy	4,072 +9	+0.2%	+$485	﹤0.01%	1590
2026 Q1	$219K	Buy	+4,063	New	+$213K	﹤0.01%	1526
2020 Q1	–	Sell	-820	Closed	-$35.7K	–	1259
2019 Q4	$35.7K	Buy	+820	New	+$38.2K	0.02%	358

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

Arkadios Wealth Advisors's MLPA Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Global X MLP ETF (MLPA) stake by 0.22% in Q2 2026, buying an estimated $485 and bringing the position to 4,072 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Arkadios Wealth Advisors first reported a position in MLPA in Q4 2019 and has held it in 3 quarters since. The position peaked at $219K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Arkadios Wealth Advisors held 4,072 shares of Global X MLP ETF worth $216K as of Q2 2026.
Arkadios Wealth Advisors bought 9 Global X MLP ETF shares in Q2 2026, an estimated $485.
Global X MLP ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1590 holding.
Arkadios Wealth Advisors first reported a position in Global X MLP ETF in Q4 2019 and has held it in 3 quarters since.
Arkadios Wealth Advisors's Global X MLP ETF position peaked at $219K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.