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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Blue Trust Inc's MLPA Position: Q2 2026 in Review

Blue Trust Inc held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 3,199 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Blue Trust Inc first reported a position in MLPA in Q2 2022 and has held it in 12 quarters since. The position peaked at $255K in Q4 2025. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Blue Trust Inc held 3,199 shares of Global X MLP ETF worth $170K as of Q2 2026.
Blue Trust Inc left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #839 holding.
Blue Trust Inc first reported a position in Global X MLP ETF in Q2 2022 and has held it in 12 quarters since.
Blue Trust Inc's Global X MLP ETF position peaked at $255K in Q4 2025.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.