AWM
MLPA icon

Austin Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Austin Wealth 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
2025
Q4 		– Sell
-4,895
Closed -$236K – 168
2025
Q3 		$236K Sell
4,895
-313
-6% -$15.6K 0.04% 144
2025
Q2 		$269K Sell
5,208
-1,363
-21% -$67.9K 0.05% 115
2025
Q1 		$334K Sell
6,571
-125
-2% -$6.57K 0.07% 93
2024
Q4 		$355K Sell
6,696
-632
-9% -$31K 0.07% 90
2024
Q3 		$357K Buy
7,328
+109
+2% +$5.23K 0.08% 86
2024
Q2 		$353K Buy
7,219
+97
+1% +$4.61K 0.08% 85
2024
Q1 		$336K Buy
7,122
+416
+6% +$19.2K 0.08% 84
2023
Q4 		$309K Buy
6,706
+260
+4% +$11.6K 0.08% 91
2023
Q3 		$291K Buy
+6,446
New +$282K 0.09% 80

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Austin Wealth Management's MLPA Position: Q4 2025 in Review

Austin Wealth Management sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 4,895 shares — an estimated $236K sold.

Austin Wealth Management first reported a position in MLPA in Q3 2023 and held it in 9 quarters. The position peaked at $357K in Q3 2024. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • Austin Wealth Management reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Austin Wealth Management sold 4,895 Global X MLP ETF shares in Q4 2025, an estimated $236K.
  • Austin Wealth Management first reported a position in Global X MLP ETF in Q3 2023 and held it in 9 quarters.
  • Austin Wealth Management's Global X MLP ETF position peaked at $357K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Austin Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.