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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Badgley Phelps Wealth Managers's MLPA Position: Q1 2026 in Review

Badgley Phelps Wealth Managers held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 7,437 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #258.

Badgley Phelps Wealth Managers first reported a position in MLPA in Q2 2023 and has held it in 12 quarters since. The position peaked at $441K in Q3 2023. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Badgley Phelps Wealth Managers held 7,437 shares of Global X MLP ETF worth $401K as of Q1 2026.
Badgley Phelps Wealth Managers left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #258 holding.
Badgley Phelps Wealth Managers first reported a position in Global X MLP ETF in Q2 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's Global X MLP ETF position peaked at $441K in Q3 2023.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.