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 Q2	$3.92M	Buy	73,929 +6,127	+9%	+$330K	0.02%	570
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 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

Beacon Pointe Advisors's MLPA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Global X MLP ETF (MLPA) stake by 9% in Q2 2026, buying an estimated $330K and bringing the position to 73,929 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #570.

Beacon Pointe Advisors first reported a position in MLPA in Q2 2020 and has held it in 25 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Beacon Pointe Advisors held 73,929 shares of Global X MLP ETF worth $3.92M as of Q2 2026.
Beacon Pointe Advisors bought 6,127 Global X MLP ETF shares in Q2 2026, an estimated $330K.
Global X MLP ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #570 holding.
Beacon Pointe Advisors first reported a position in Global X MLP ETF in Q2 2020 and has held it in 25 quarters since.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.