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Bogart Wealth LLC’s Global X MLP ETF MLPA Stock Holding History

Bogart Wealth LLC’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 		$125K Buy
2,312
+43
+2% +$2.25K ﹤0.01% 330
2025
Q4 		$110K Buy
2,269
+45
+2% +$2.17K ﹤0.01% 332
2025
Q3 		$108K Buy
2,224
+41
+2% +$2.04K ﹤0.01% 326
2025
Q2 		$110K Buy
2,183
+40
+2% +$1.99K ﹤0.01% 323
2025
Q1 		$114K Buy
2,143
+37
+2% +$1.95K 0.01% 291
2024
Q4 		$104K Buy
2,106
+39
+2% +$1.91K ﹤0.01% 312
2024
Q3 		$99.2K Hold
2,067
– – ﹤0.01% 310
2024
Q2 		$100K Hold
2,067
– – 0.01% 296
2024
Q1 		$99.7K Hold
2,067
– – 0.01% 287
2023
Q4 		$91.6K Hold
2,067
– – 0.01% 280
2023
Q3 		$92.2K Hold
2,067
– – 0.01% 260
2023
Q2 		$88.7K Hold
2,067
– – 0.01% 252
2023
Q1 		$86K Hold
2,067
– – 0.01% 243
2022
Q4 		$85.3K Hold
2,067
– – 0.01% 245
2022
Q3 		$82K Sell
2,067
-623
-23% -$25.2K 0.01% 246
2022
Q2 		$99K Hold
2,690
– – 0.01% 210
2022
Q1 		$108K Buy
2,690
+623
+30% +$24.3K 0.01% 198
2021
Q4 		$72K Hold
2,067
– – 0.01% 225
2021
Q3 		$73K Hold
2,067
– – 0.01% 220
2021
Q2 		$80K Hold
2,067
– – 0.01% 207
2021
Q1 		$68K Hold
2,067
– – 0.01% 204
2020
Q4 		$56K Hold
2,067
– – 0.01% 191
2020
Q3 		$45K Hold
2,067
– – 0.01% 197
2020
Q2 		$56K Sell
2,067
-1
-0% -$27 0.01% 172
2020
Q1 		$39K Buy
2,068
+1,926
+1,356% +$71.9K 0.01% 178
2019
Q4 		$7K Sell
142
-23,800
-99% -$1.11M ﹤0.01% 308
2019
Q3 		$1.2M Buy
23,942
+20,097
+523% +$1.04M 0.59% 35
2019
Q2 		$203K Buy
+3,845
New +$203K 0.12% 91

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Bogart Wealth LLC's MLPA Position: Q1 2026 in Review

Bogart Wealth LLC increased its Global X MLP ETF (MLPA) stake by 1.9% in Q1 2026, buying an estimated $2.25K and bringing the position to 2,312 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Bogart Wealth LLC first reported a position in MLPA in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.2M in Q3 2019. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Bogart Wealth LLC held 2,312 shares of Global X MLP ETF worth $125K as of Q1 2026.
  • Bogart Wealth LLC bought 43 Global X MLP ETF shares in Q1 2026, an estimated $2.25K.
  • Global X MLP ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #330 holding.
  • Bogart Wealth LLC first reported a position in Global X MLP ETF in Q2 2019 and has held it in 28 quarters since.
  • Bogart Wealth LLC's Global X MLP ETF position peaked at $1.2M in Q3 2019.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.