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 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

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

Asset Allocation Strategies's MLPA Position: Q2 2026 in Review

Asset Allocation Strategies increased its Global X MLP ETF (MLPA) stake by 13% in Q2 2026, buying an estimated $241K and bringing the position to 38,422 shares worth $2.04M. The position accounts for 0.31% of the portfolio, ranked #63.

Asset Allocation Strategies 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.

Asset Allocation Strategies held 38,422 shares of Global X MLP ETF worth $2.04M as of Q2 2026.
Asset Allocation Strategies bought 4,481 Global X MLP ETF shares in Q2 2026, an estimated $241K.
Global X MLP ETF made up 0.31% of Asset Allocation Strategies's portfolio in Q2 2026, its #63 holding.
Asset Allocation Strategies 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 Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.