Capital Advisors Ltd’s Global X MLP ETF MLPA Stock Holding History

Capital Advisors Ltd’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	$88K	Hold	1,666	–	–	0.01%	422
2026 Q1	$90K	Hold	1,666	–	–	0.01%	397
2025 Q4	$81K	Hold	1,666	–	–	0.01%	403
2025 Q3	$81K	Hold	1,666	–	–	0.01%	402
2025 Q2	$84K	Hold	1,666	–	–	0.01%	377
2025 Q1	$89K	Hold	1,666	–	–	0.01%	360
2024 Q4	$82K	Buy	1,666 +587	+54%	+$28.8K	0.01%	366
2024 Q3	$52K	Buy	1,079 +524	+94%	+$25.2K	0.01%	443
2024 Q2	$27K	Hold	555	–	–	﹤0.01%	556
2024 Q1	$27K	Hold	555	–	–	﹤0.01%	538
2023 Q4	$25K	Hold	555	–	–	﹤0.01%	534
2023 Q3	$25K	Hold	555	–	–	﹤0.01%	516
2023 Q2	$24K	Hold	555	–	–	﹤0.01%	535
2023 Q1	$23K	Hold	555	–	–	﹤0.01%	447
2022 Q4	$23K	Hold	555	–	–	﹤0.01%	450
2022 Q3	$22K	Hold	555	–	–	﹤0.01%	437
2022 Q2	$20K	Hold	555	–	–	﹤0.01%	436
2022 Q1	$22K	Hold	555	–	–	﹤0.01%	435
2021 Q4	$19K	Hold	555	–	–	﹤0.01%	434
2021 Q3	$20K	Hold	555	–	–	﹤0.01%	382
2021 Q2	$21K	Hold	555	–	–	﹤0.01%	363
2021 Q1	$18K	Sell	555 -1,366	-71%	-$42.6K	﹤0.01%	365
2020 Q4	$53K	Sell	1,921 -760	-28%	-$19.6K	0.01%	277
2020 Q3	$59K	Sell	2,681 -2,009	-43%	-$51.1K	0.01%	263
2020 Q2	$128K	Sell	4,690 -1,266	-21%	-$34.2K	0.03%	193
2020 Q1	$113K	Sell	5,956 -643	-10%	-$24K	0.04%	192
2019 Q4	$312K	Buy	6,599 +2,217	+51%	+$103K	0.08%	113
2019 Q3	$220K	Sell	4,382 -4,394	-50%	-$226K	0.06%	138
2019 Q2	$464K	Hold	8,776	–	–	0.13%	89
2019 Q1	$467K	Sell	8,776 -605	-6%	-$31.4K	0.13%	94
2018 Q4	$432K	Sell	9,381 -1,159	-11%	-$61.1K	0.13%	99
2018 Q3	$604K	Sell	10,540 -85	-0.8%	-$4.95K	0.17%	81
2018 Q2	$584K	Hold	10,625	–	–	0.18%	78
2018 Q1	$541K	Hold	10,625	–	–	0.18%	77
2017 Q4	$629K	Sell	10,625 -4,095	-28%	-$239K	0.21%	67
2017 Q3	$909K	Buy	14,720 +2	+0%	+$126	0.32%	49
2017 Q2	$964K	Buy	14,718 +3	+0%	+$200	0.35%	43
2017 Q1	$1.03M	Buy	14,715 +2	+0%	+$141	0.4%	39
2016 Q4	$1.02M	Buy	14,713 +2,443	+20%	+$165K	0.42%	39
2016 Q3	$855K	Buy	12,270 +146	+1%	+$10.1K	0.38%	44
2016 Q2	$845K	Sell	12,124 -359	-3%	-$23.4K	0.4%	43
2016 Q1	$731K	Buy	12,483 +4	+0%	+$215	0.36%	46
2015 Q4	$778K	Buy	+12,479	New	+$809K	0.41%	43

Other funds holding MLPA

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's MLPA Position: Q2 2026 in Review

Capital Advisors Ltd held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 1,666 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #422.

Capital Advisors Ltd first reported a position in MLPA in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.03M in Q1 2017. 32 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Capital Advisors Ltd held 1,666 shares of Global X MLP ETF worth $88K as of Q2 2026.
Capital Advisors Ltd left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #422 holding.
Capital Advisors Ltd first reported a position in Global X MLP ETF in Q4 2015 and has held it in 43 quarters since.
Capital Advisors Ltd's Global X MLP ETF position peaked at $1.03M in Q1 2017.
32 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.