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Black Diamond Financial’s Global X MLP ETF MLPA Stock Holding History

Black Diamond Financial’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 		– Sell
-7,000
Closed -$339K – 190
2025
Q4 		$339K Buy
+7,000
New +$337K 0.04% 126

Other funds holding MLPA

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UBS Group
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Creative Planning
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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

Black Diamond Financial's MLPA Position: Q1 2026 in Review

Black Diamond Financial sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 7,000 shares — an estimated $339K sold.

Black Diamond Financial first reported a position in MLPA in Q4 2025 and held it in 1 quarter. The position peaked at $339K in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Black Diamond Financial reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Black Diamond Financial sold 7,000 Global X MLP ETF shares in Q1 2026, an estimated $339K.
  • Black Diamond Financial first reported a position in Global X MLP ETF in Q4 2025 and held it in 1 quarter.
  • Black Diamond Financial's Global X MLP ETF position peaked at $339K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.