Atlas Capital Advisors’s Global X MLP ETF MLPA Stock Holding History

Atlas Capital 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	$281K	Hold	5,294	–	–	0.03%	396
2026 Q1	$285K	Buy	5,294 +50	+1%	+$2.62K	0.03%	351
2025 Q4	$254K	Buy	+5,244	New	+$253K	0.03%	372
2025 Q2	$288K	Hold	5,744	–	–	0.04%	340
2025 Q1	$306K	Hold	5,744	–	–	0.04%	332
2024 Q4	$284K	Hold	5,744	–	–	0.04%	332
2024 Q3	$276K	Hold	5,744	–	–	0.04%	324
2024 Q2	$279K	Hold	5,744	–	–	0.04%	329
2024 Q1	$277K	Hold	5,744	–	–	0.04%	316
2023 Q4	$254K	Hold	5,744	–	–	0.04%	323
2023 Q3	$256K	Hold	5,744	–	–	0.04%	303
2023 Q2	$247K	Hold	5,744	–	–	0.04%	324
2023 Q1	$239K	Buy	5,744 +500	+10%	+$21.1K	0.04%	326
2022 Q4	$217K	Hold	5,244	–	–	0.04%	327
2022 Q3	$207K	Sell	5,244 -400	-7%	-$16.2K	0.04%	335
2022 Q2	$208K	Sell	5,644 -149,793	-96%	-$6.07M	0.04%	362
2022 Q1	$6.26M	Buy	155,437 +147,435	+1,842%	+$5.74M	0.97%	28
2021 Q4	$280K	Sell	8,002 -860	-10%	-$30.9K	0.04%	306
2021 Q3	$313K	Sell	8,862 -25,520	-74%	-$901K	0.05%	272
2021 Q2	$1.33M	Buy	34,382 +6,242	+22%	+$230K	0.22%	94
2021 Q1	$931K	Sell	28,140 -381	-1%	-$11.9K	0.18%	112
2020 Q4	$782K	Sell	28,521 -10,562	-27%	-$273K	0.16%	120
2020 Q3	$858K	Buy	39,083 +5,812	+17%	+$148K	0.2%	114
2020 Q2	$906K	Buy	33,271 +939	+3%	+$25.4K	0.21%	103
2020 Q1	$611K	Sell	32,332 -39,758	-55%	-$1.48M	0.18%	127
2019 Q4	$3.41M	Buy	72,090 +29,618	+70%	+$1.38M	0.85%	20
2019 Q3	$2.14M	Buy	42,472 +2,826	+7%	+$146K	0.64%	27
2019 Q2	$2.1M	Buy	39,646 +5,002	+14%	+$264K	0.69%	24
2019 Q1	$1.84M	Sell	34,644 -241	-0.7%	-$12.5K	0.67%	30
2018 Q4	$1.61M	Buy	34,885 +3,713	+12%	+$196K	0.64%	32
2018 Q3	$1.83M	Buy	+31,172	New	+$1.81M	0.61%	32
2018 Q2	–	Sell	-64,520	Closed	-$3.29M	–	541
2018 Q1	$3.29M	Buy	+64,520	New	+$3.76M	1.01%	13

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

Atlas Capital Advisors's MLPA Position: Q2 2026 in Review

Atlas Capital Advisors held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 5,294 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #396.

Atlas Capital Advisors first reported a position in MLPA in Q1 2018 and has held it in 32 quarters since. The position peaked at $6.26M in Q1 2022. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Atlas Capital Advisors held 5,294 shares of Global X MLP ETF worth $281K as of Q2 2026.
Atlas Capital Advisors left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #396 holding.
Atlas Capital Advisors first reported a position in Global X MLP ETF in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's Global X MLP ETF position peaked at $6.26M in Q1 2022.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.