Badgley Phelps Wealth Managers’s Global X MLP ETF MLPA Stock Holding History

Badgley Phelps Wealth Managers’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	$370K	Sell	6,967 -470	-6%	-$25.3K	0.01%	270
2026 Q1	$401K	Hold	7,437	–	–	0.01%	258
2025 Q4	$360K	Hold	7,437	–	–	0.01%	262
2025 Q3	$360K	Hold	7,437	–	–	0.01%	245
2025 Q2	$373K	Hold	7,437	–	–	0.01%	236
2025 Q1	$396K	Sell	7,437 -400	-5%	-$21K	0.01%	229
2024 Q4	$387K	Sell	7,837 -510	-6%	-$25K	0.01%	233
2024 Q3	$400K	Sell	8,347 -205	-2%	-$9.84K	0.01%	225
2024 Q2	$415K	Sell	8,552 -273	-3%	-$13K	0.01%	206
2024 Q1	$426K	Sell	8,825 -492	-5%	-$22.7K	0.01%	202
2023 Q4	$413K	Sell	9,317 -575	-6%	-$25.7K	0.01%	197
2023 Q3	$441K	Sell	9,892 -120	-1%	-$5.26K	0.02%	178
2023 Q2	$430K	Buy	+10,012	New	+$421K	0.01%	185

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

Badgley Phelps Wealth Managers's MLPA Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Global X MLP ETF (MLPA) stake by 6.3% in Q2 2026, selling an estimated $25.3K and leaving 6,967 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #270.

Badgley Phelps Wealth Managers first reported a position in MLPA in Q2 2023 and has held it in 13 quarters since. The position peaked at $441K in Q3 2023. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Badgley Phelps Wealth Managers held 6,967 shares of Global X MLP ETF worth $370K as of Q2 2026.
Badgley Phelps Wealth Managers sold 470 Global X MLP ETF shares in Q2 2026, an estimated $25.3K.
Global X MLP ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #270 holding.
Badgley Phelps Wealth Managers first reported a position in Global X MLP ETF in Q2 2023 and has held it in 13 quarters since.
Badgley Phelps Wealth Managers's Global X MLP ETF position peaked at $441K in Q3 2023.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

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