Blue Trust Inc’s Global X MLP ETF MLPA Stock Holding History

Blue Trust Inc’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 Q3	$214K	Buy	4,016 +817	+26%	+$45.7K	﹤0.01%	729
2026 Q2	$170K	Hold	3,199	–	–	﹤0.01%	839
2026 Q1	$172K	Sell	3,199 -2,062	-39%	-$108K	﹤0.01%	819
2025 Q4	$255K	Buy	5,261 +4,928	+1,480%	+$238K	﹤0.01%	704
2025 Q3	$16.1K	Sell	333 -766	-70%	-$38.1K	﹤0.01%	1723
2025 Q2	$55.2K	Buy	1,099 +766	+230%	+$38.2K	﹤0.01%	1424
2025 Q1	$17.7K	Buy	+333	New	+$17.5K	﹤0.01%	1684
2024 Q4	–	Sell	-344	Closed	-$16.7K	–	2769
2024 Q3	$16.7K	Buy	344 +339	+6,780%	+$16.3K	﹤0.01%	2019
2024 Q2	$241	Hold	5	–	–	﹤0.01%	2655
2024 Q1	$241	Sell	5 -45	-90%	-$2.08K	﹤0.01%	2060
2023 Q4	$2K	Buy	+50	New	+$2.23K	﹤0.01%	2176
2022 Q4	–	Sell	-414	Closed	-$15K	–	2374
2022 Q3	$15K	Hold	414	–	–	﹤0.01%	1205
2022 Q2	$17K	Buy	+414	New	+$16.8K	﹤0.01%	1016

Other funds holding MLPA

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Blue Trust Inc's MLPA Position: Q3 2026 in Review

Blue Trust Inc increased its Global X MLP ETF (MLPA) stake by 26% in Q3 2026, buying an estimated $45.7K and bringing the position to 4,016 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Blue Trust Inc first reported a position in MLPA in Q2 2022 and has held it in 13 quarters since. The position peaked at $255K in Q4 2025. 83 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Blue Trust Inc held 4,016 shares of Global X MLP ETF worth $214K as of Q3 2026.
Blue Trust Inc bought 817 Global X MLP ETF shares in Q3 2026, an estimated $45.7K.
Global X MLP ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #729 holding.
Blue Trust Inc first reported a position in Global X MLP ETF in Q2 2022 and has held it in 13 quarters since.
Blue Trust Inc's Global X MLP ETF position peaked at $255K in Q4 2025.
83 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.