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Beacon Pointe Advisors’s Global X MLP ETF MLPA Stock Holding History

Beacon Pointe 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
Q1 		$3.65M Buy
67,802
+14,476
+27% +$758K 0.02% 557
2025
Q4 		$2.58M Buy
53,326
+2,850
+6% +$137K 0.02% 534
2025
Q3 		$2.44M Sell
50,476
-8,791
-15% -$437K 0.02% 506
2025
Q2 		$2.98M Buy
59,267
+1,776
+3% +$88.5K 0.03% 409
2025
Q1 		$3.06M Buy
57,491
+3,861
+7% +$203K 0.03% 378
2024
Q4 		$2.65M Buy
53,630
+3,229
+6% +$158K 0.03% 400
2024
Q3 		$2.42M Buy
50,401
+3,550
+8% +$170K 0.03% 429
2024
Q2 		$2.27M Sell
46,851
-433
-0.9% -$20.6K 0.03% 449
2024
Q1 		$2.28M Sell
47,284
-2,300
-5% -$106K 0.03% 465
2023
Q4 		$2.2M Buy
49,584
+2,500
+5% +$112K 0.03% 459
2023
Q3 		$2.1M Buy
47,084
+7,110
+18% +$311K 0.03% 449
2023
Q2 		$1.72M Buy
39,974
+300
+0.8% +$12.6K 0.03% 410
2023
Q1 		$1.65M Sell
39,674
-1,350
-3% -$57.1K 0.03% 436
2022
Q4 		$1.69M Buy
41,024
+5,243
+15% +$220K 0.03% 391
2022
Q3 		$1.42M Buy
35,781
+25
+0.1% +$1.01K 0.03% 393
2022
Q2 		$1.32M Buy
35,756
+998
+3% +$40.4K 0.03% 408
2022
Q1 		$1.4M Buy
34,758
+3,666
+12% +$143K 0.02% 528
2021
Q4 		$1.09M Sell
31,092
-13,196
-30% -$473K 0.03% 371
2021
Q3 		$1.56M Buy
44,288
+27,913
+170% +$986K 0.04% 324
2021
Q2 		$633K Buy
16,375
+8,875
+118% +$327K 0.02% 426
2021
Q1 		$248K Sell
7,500
-25
-0.3% -$779 0.02% 437
2020
Q4 		$207K Sell
7,525
-9,141
-55% -$236K 0.01% 467
2020
Q3 		$366K Sell
16,666
-50
-0.3% -$1.27K 0.04% 269
2020
Q2 		$455K Buy
+16,716
New +$451K 0.05% 244

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
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

Beacon Pointe Advisors's MLPA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Global X MLP ETF (MLPA) stake by 27% in Q1 2026, buying an estimated $758K and bringing the position to 67,802 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #557.

Beacon Pointe Advisors first reported a position in MLPA in Q2 2020 and has held it in 24 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Beacon Pointe Advisors held 67,802 shares of Global X MLP ETF worth $3.65M as of Q1 2026.
  • Beacon Pointe Advisors bought 14,476 Global X MLP ETF shares in Q1 2026, an estimated $758K.
  • Global X MLP ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #557 holding.
  • Beacon Pointe Advisors first reported a position in Global X MLP ETF in Q2 2020 and has held it in 24 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.