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Barry Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Barry Investment Advisors’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 		$10.9M Buy
205,167
+153
+0.1% +$8.24K 2.28% 14
2026
Q1 		$11M Buy
205,014
+590
+0.3% +$30.9K 2.43% 13
2025
Q4 		$9.9M Sell
204,424
-658
-0.3% -$31.7K 2.2% 13
2025
Q3 		$9.93M Buy
205,082
+10,401
+5% +$517K 2.28% 12
2025
Q2 		$9.77M Buy
194,681
+12,159
+7% +$606K 2.43% 12
2025
Q1 		$9.72M Buy
182,522
+7,461
+4% +$392K 2.58% 10
2024
Q4 		$8.65M Buy
175,061
+8,485
+5% +$416K 2.78% 10
2024
Q3 		$7.99M Buy
166,576
+7,246
+5% +$348K 2.44% 12
2024
Q2 		$7.73M Buy
159,330
+3,847
+2% +$183K 2.6% 10
2024
Q1 		$7.5M Buy
155,483
+4,801
+3% +$222K 2.5% 12
2023
Q4 		$6.68M Buy
150,682
+10,770
+8% +$480K 2.26% 15
2023
Q3 		$6.24M Buy
139,912
+27,378
+24% +$1.2M 2.25% 16
2023
Q2 		$4.83M Buy
112,534
+3,687
+3% +$155K 1.63% 23
2023
Q1 		$4.53M Buy
108,847
+16,927
+18% +$716K 1.48% 27
2022
Q4 		$3.8M Buy
91,920
+4,784
+5% +$200K 1.2% 30
2022
Q3 		$3.44M Buy
87,136
+4,871
+6% +$197K 1.18% 28
2022
Q2 		$3.03M Buy
82,265
+12,250
+17% +$496K 0.91% 33
2022
Q1 		$2.82M Buy
70,015
+3,579
+5% +$139K 0.75% 34
2021
Q4 		$2.32M Buy
66,436
+2,046
+3% +$73.4K 0.61% 33
2021
Q3 		$2.27M Buy
64,390
+14,489
+29% +$512K 0.63% 34
2021
Q2 		$1.93M Buy
49,901
+2,519
+5% +$92.7K 0.52% 36
2021
Q1 		$1.57M Buy
47,382
+22,587
+91% +$704K 0.43% 38
2020
Q4 		$680K Sell
24,795
-92,377
-79% -$2.39M 0.2% 52
2020
Q3 		$2.57M Sell
117,172
-3,952
-3% -$101K 0.88% 25
2020
Q2 		$3.3M Sell
121,124
-4,407
-4% -$119K 1.17% 23
2020
Q1 		$2.37M Buy
125,531
+4,714
+4% +$176K 1.18% 23
2019
Q4 		$5.93M Buy
+120,817
New +$5.63M 2.08% 21

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
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

Barry Investment Advisors's MLPA Position: Q2 2026 in Review

Barry Investment Advisors increased its Global X MLP ETF (MLPA) stake by 0.07% in Q2 2026, buying an estimated $8.24K and bringing the position to 205,167 shares worth $10.9M. The position accounts for 2.28% of the portfolio, ranked #14.

Barry Investment Advisors first reported a position in MLPA in Q4 2019 and has held it in 27 quarters since. The position peaked at $11M in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Barry Investment Advisors held 205,167 shares of Global X MLP ETF worth $10.9M as of Q2 2026.
  • Barry Investment Advisors bought 153 Global X MLP ETF shares in Q2 2026, an estimated $8.24K.
  • Global X MLP ETF made up 2.28% of Barry Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Barry Investment Advisors first reported a position in Global X MLP ETF in Q4 2019 and has held it in 27 quarters since.
  • Barry Investment Advisors's Global X MLP ETF position peaked at $11M in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.