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 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

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

Blue Trust Inc's MLPA Position: Q1 2026 in Review

Blue Trust Inc reduced its Global X MLP ETF (MLPA) stake by 39% in Q1 2026, selling an estimated $108K and leaving 3,199 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Blue Trust Inc first reported a position in MLPA in Q2 2022 and has held it in 11 quarters since. The position peaked at $255K in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Blue Trust Inc held 3,199 shares of Global X MLP ETF worth $172K as of Q1 2026.
Blue Trust Inc sold 2,062 Global X MLP ETF shares in Q1 2026, an estimated $108K.
Global X MLP ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #819 holding.
Blue Trust Inc first reported a position in Global X MLP ETF in Q2 2022 and has held it in 11 quarters since.
Blue Trust Inc's Global X MLP ETF position peaked at $255K in Q4 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.