Avion Wealth’s Global X MLP ETF MLPA Stock Holding History

Avion Wealth’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	$7K	Hold	141	–	–	﹤0.01%	705
2026 Q1	$7K	Hold	141	–	–	﹤0.01%	583
2025 Q4	$6K	Hold	141	–	–	﹤0.01%	627
2025 Q3	$6K	Hold	141	–	–	﹤0.01%	616
2025 Q2	$7K	Hold	141	–	–	﹤0.01%	550
2025 Q1	$6K	Hold	141	–	–	﹤0.01%	507
2024 Q4	$6K	Buy	+141	New	+$6.92K	﹤0.01%	506

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

Avion Wealth's MLPA Position: Q2 2026 in Review

Avion Wealth held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 141 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Avion Wealth first reported a position in MLPA in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Avion Wealth held 141 shares of Global X MLP ETF worth $7K as of Q2 2026.
Avion Wealth left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #705 holding.
Avion Wealth first reported a position in Global X MLP ETF in Q4 2024 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.