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Blue Edge Capital’s Global X MLP ETF MLPA Stock Holding History

Blue Edge Capital’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
2025
Q4 		– Sell
-62,215
Closed -$3.01M – 129
2025
Q3 		$3.01M Sell
62,215
-5,699
-8% -$283K 0.43% 55
2025
Q2 		$3.41M Sell
67,914
-1,119
-2% -$55.7K 0.51% 50
2025
Q1 		$3.67M Sell
69,033
-29,904
-30% -$1.57M 0.59% 46
2024
Q4 		$4.89M Sell
98,937
-3,367
-3% -$165K 0.77% 41
2024
Q3 		$4.91M Sell
102,304
-1,092
-1% -$52.4K 0.76% 38
2024
Q2 		$5.01M Buy
103,396
+592
+0.6% +$28.1K 0.83% 34
2024
Q1 		$4.96M Sell
102,804
-558
-0.5% -$25.8K 0.83% 35
2023
Q4 		$4.58M Sell
103,362
-1,979
-2% -$88.3K 0.86% 33
2023
Q3 		$4.7M Sell
105,341
-1,864
-2% -$81.6K 0.98% 31
2023
Q2 		$4.6M Buy
+107,205
New +$4.5M 0.93% 30
2023
Q1 		– Sell
-112,174
Closed -$4.63M – 105
2022
Q4 		$4.63M Buy
112,174
+865
+0.8% +$36.2K 1.06% 30
2022
Q3 		$4.39M Buy
111,309
+40,339
+57% +$1.63M 1.09% 28
2022
Q2 		$2.62M Buy
+70,970
New +$2.88M 0.61% 48
2018
Q4 		– Sell
-51,362
Closed -$2.94M – 94
2018
Q3 		$2.94M Buy
51,362
+29,580
+136% +$1.72M 1.09% 24
2018
Q2 		$1.2M Buy
21,782
+338
+2% +$18.5K 0.48% 51
2018
Q1 		$1.09M Buy
+21,444
New +$1.25M 0.44% 57

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Blue Edge Capital's MLPA Position: Q4 2025 in Review

Blue Edge Capital sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 62,215 shares — an estimated $3.01M sold.

Blue Edge Capital first reported a position in MLPA in Q1 2018 and held it in 16 quarters. The position peaked at $5.01M in Q2 2024. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • Blue Edge Capital reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Edge Capital sold 62,215 Global X MLP ETF shares in Q4 2025, an estimated $3.01M.
  • Blue Edge Capital first reported a position in Global X MLP ETF in Q1 2018 and held it in 16 quarters.
  • Blue Edge Capital's Global X MLP ETF position peaked at $5.01M in Q2 2024.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Blue Edge Capital's 13F filing for Q4 2025, filed 12 Feb 2026.