Bank of Jackson Hole Trust’s Global X MLP ETF MLPA Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-2,250	Closed	-$121K	–	288
2026 Q1	$121K	Hold	2,250	–	–	0.06%	173
2025 Q4	$109K	Hold	2,250	–	–	0.05%	174
2025 Q3	$109K	Hold	2,250	–	–	0.05%	176
2025 Q2	$113K	Hold	2,250	–	–	0.06%	162
2025 Q1	$120K	Sell	2,250 -101	-4%	-$5.31K	0.08%	153
2024 Q4	$116K	Buy	+2,351	New	+$115K	0.08%	155

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

Bank of Jackson Hole Trust's MLPA Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 2,250 shares — an estimated $121K sold.

Bank of Jackson Hole Trust first reported a position in MLPA in Q4 2024 and held it in 6 quarters. The position peaked at $121K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 2,250 Global X MLP ETF shares in Q2 2026, an estimated $121K.
Bank of Jackson Hole Trust first reported a position in Global X MLP ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's Global X MLP ETF position peaked at $121K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.