Burk Holdings’s Global X MLP ETF MLPA Stock Holding History

Burk Holdings’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	$159	Hold	3	–	–	﹤0.01%	635
2026 Q1	$162	Buy	+3	New	+$157	﹤0.01%	668
2025 Q4	–	Sell	-31,691	Closed	-$1.53M	–	79
2025 Q3	$1.53M	Buy	31,691 +6,236	+24%	+$310K	0.82%	27
2025 Q2	$1.28M	Buy	25,455 +9,624	+61%	+$479K	0.8%	27
2025 Q1	$843K	Buy	15,831 +528	+3%	+$27.8K	0.64%	28
2024 Q4	$756K	Buy	+15,303	New	+$751K	0.61%	29

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

Burk Holdings's MLPA Position: Q2 2026 in Review

Burk Holdings held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 3 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Burk Holdings first reported a position in MLPA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q3 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Burk Holdings held 3 shares of Global X MLP ETF worth $159 as of Q2 2026.
Burk Holdings left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #635 holding.
Burk Holdings first reported a position in Global X MLP ETF in Q4 2024 and has held it in 6 quarters since.
Burk Holdings's Global X MLP ETF position peaked at $1.53M in Q3 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.