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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
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
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

Burk Holdings's MLPA Position: Q1 2026 in Review

Burk Holdings opened a new position in Global X MLP ETF (MLPA) in Q1 2026: 3 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Burk Holdings previously reported a position in MLPA as recently as Q3 2025.

Burk Holdings first reported a position in MLPA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.53M in Q3 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Burk Holdings held 3 shares of Global X MLP ETF worth $162 as of Q1 2026.
  • Global X MLP ETF was a new Burk Holdings position in Q1 2026.
  • Global X MLP ETF made up ﹤0.01% of Burk Holdings's portfolio in Q1 2026, its #668 holding.
  • Burk Holdings first reported a position in Global X MLP ETF in Q4 2024 and has held it in 5 quarters since.
  • Burk Holdings's Global X MLP ETF position peaked at $1.53M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.