Belpointe Asset Management’s Global X MLP ETF MLPA Stock Holding History

Belpointe Asset Management’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	$555K	Hold	10,300	–	–	0.02%	657
2025 Q4	$499K	Hold	10,300	–	–	0.02%	658
2025 Q3	$499K	Buy	+10,300	New	+$512K	0.02%	631
2025 Q2	–	Sell	-34,787	Closed	-$1.85M	–	998
2025 Q1	$1.85M	Buy	+34,787	New	+$1.83M	0.1%	194
2023 Q2	–	Sell	-328	Closed	-$13.6K	–	2247
2023 Q1	$13.6K	Hold	328	–	–	﹤0.01%	2537
2022 Q4	$13.5K	Buy	+328	New	+$13.7K	﹤0.01%	2449
2020 Q3	–	Sell	-3,827	Closed	-$105K	–	810
2020 Q2	$105K	Buy	+3,827	New	+$103K	0.01%	713
2018 Q2	–	Sell	-5,225	Closed	-$369K	–	371
2018 Q1	$369K	Buy	+5,225	New	+$305K	0.11%	217
2017 Q4	–	Sell	-6,743	Closed	-$650K	–	482
2017 Q3	$650K	Buy	+6,743	New	+$423K	0.15%	145

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Belpointe Asset Management's MLPA Position: Q1 2026 in Review

Belpointe Asset Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 10,300 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #657.

Belpointe Asset Management first reported a position in MLPA in Q3 2017 and has held it in 9 quarters since. The position peaked at $1.85M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Belpointe Asset Management held 10,300 shares of Global X MLP ETF worth $555K as of Q1 2026.
Belpointe Asset Management left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #657 holding.
Belpointe Asset Management first reported a position in Global X MLP ETF in Q3 2017 and has held it in 9 quarters since.
Belpointe Asset Management's Global X MLP ETF position peaked at $1.85M in Q1 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.