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 Q3	$371K	Hold	6,967	–	–	0.01%	275
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%	-$9.8K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Badgley Phelps Wealth Managers's MLPA Position: Q3 2026 in Review

Badgley Phelps Wealth Managers held its Global X MLP ETF (MLPA) position steady in Q3 2026 at 6,967 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #275.

Badgley Phelps Wealth Managers first reported a position in MLPA in Q2 2023 and has held it in 14 quarters since. The position peaked at $441K in Q3 2023. 164 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Badgley Phelps Wealth Managers held 6,967 shares of Global X MLP ETF worth $371K as of Q3 2026.
Badgley Phelps Wealth Managers left its Global X MLP ETF share count unchanged in Q3 2026.
Global X MLP ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #275 holding.
Badgley Phelps Wealth Managers first reported a position in Global X MLP ETF in Q2 2023 and has held it in 14 quarters since.
Badgley Phelps Wealth Managers's Global X MLP ETF position peaked at $441K in Q3 2023.
164 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.