Asset Allocation Strategies’s Global X MLP ETF MLPA Stock Holding History

Asset Allocation Strategies’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 Q3	$2.56M	Buy	47,990 +9,568	+25%	+$535K	0.38%	52
2026 Q2	$2.04M	Buy	38,422 +4,481	+13%	+$241K	0.31%	63
2026 Q1	$1.83M	Buy	33,941 +6,494	+24%	+$340K	0.32%	62
2025 Q4	$1.33M	Buy	27,447 +7,660	+39%	+$369K	0.25%	72
2025 Q3	$958K	Buy	19,787 +9,819	+99%	+$488K	0.19%	84
2025 Q2	$500K	Buy	+9,968	New	+$496K	0.11%	102

Other funds holding MLPA

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Asset Allocation Strategies's MLPA Position: Q3 2026 in Review

Asset Allocation Strategies increased its Global X MLP ETF (MLPA) stake by 25% in Q3 2026, buying an estimated $535K and bringing the position to 47,990 shares worth $2.56M. The position accounts for 0.38% of the portfolio, ranked #52.

Asset Allocation Strategies first reported a position in MLPA in Q2 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Asset Allocation Strategies held 47,990 shares of Global X MLP ETF worth $2.56M as of Q3 2026.
Asset Allocation Strategies bought 9,568 Global X MLP ETF shares in Q3 2026, an estimated $535K.
Global X MLP ETF made up 0.38% of Asset Allocation Strategies's portfolio in Q3 2026, its #52 holding.
Asset Allocation Strategies first reported a position in Global X MLP ETF in Q2 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.