Cadence Bank’s Global X MLP ETF MLPA Stock Holding History

Cadence Bank’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
2025 Q4	–	Sell	-6,791	Closed	-$329K	–	347
2025 Q3	$329K	Hold	6,791	–	–	0.02%	277
2025 Q2	$341K	Hold	6,791	–	–	0.02%	267
2025 Q1	$361K	Hold	6,791	–	–	0.03%	254
2024 Q4	$336K	Hold	6,791	–	–	0.02%	263
2024 Q3	$326K	Hold	6,791	–	–	0.02%	267
2024 Q2	$329K	Hold	6,791	–	–	0.02%	232
2024 Q1	$327K	Hold	6,791	–	–	0.02%	267
2023 Q4	$301K	Hold	6,791	–	–	0.02%	275
2023 Q3	$303K	Hold	6,791	–	–	0.03%	264
2023 Q2	$292K	Hold	6,791	–	–	0.03%	283
2023 Q1	$283K	Buy	+6,791	New	+$287K	0.03%	280

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cadence Bank's MLPA Position: Q4 2025 in Review

Cadence Bank sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 6,791 shares — an estimated $329K sold.

Cadence Bank first reported a position in MLPA in Q1 2023 and held it in 11 quarters. The position peaked at $361K in Q1 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

Cadence Bank reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
Cadence Bank sold 6,791 Global X MLP ETF shares in Q4 2025, an estimated $329K.
Cadence Bank first reported a position in Global X MLP ETF in Q1 2023 and held it in 11 quarters.
Cadence Bank's Global X MLP ETF position peaked at $361K in Q1 2025.
233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.