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

Capital Advisors Wealth Management’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	$3.41M	Buy	64,160 +7,115	+12%	+$383K	0.4%	52
2026 Q1	$3.07M	Buy	57,045 +396	+0.7%	+$20.7K	0.41%	53
2025 Q4	$2.74M	Buy	56,649 +6,953	+14%	+$335K	0.37%	54
2025 Q3	$2.41M	Sell	49,696 -67,839	-58%	-$3.37M	0.34%	56
2025 Q2	$5.9M	Sell	117,535 -12,894	-10%	-$642K	0.93%	29
2025 Q1	$6.94M	Buy	130,429 +108,496	+495%	+$5.71M	1.23%	22
2024 Q4	$1.08M	Buy	21,933 +550	+3%	+$27K	0.19%	62
2024 Q3	$1.03M	Sell	21,383 -1,110	-5%	-$53.3K	0.19%	61
2024 Q2	$1.09M	Sell	22,493 -1,341	-6%	-$63.7K	0.22%	54
2024 Q1	$1.15M	Buy	23,834 +2,227	+10%	+$103K	0.24%	52
2023 Q4	$957K	Sell	21,607 -2,487	-10%	-$111K	0.22%	58
2023 Q3	$1.07M	Sell	24,094 -43,551	-64%	-$1.91M	0.28%	49
2023 Q2	$2.9M	Sell	67,645 -86,717	-56%	-$3.64M	0.74%	31
2023 Q1	$6.42M	Sell	154,362 -3,828	-2%	-$162K	1.78%	16
2022 Q4	$6.53M	Buy	158,190 +13,520	+9%	+$567K	1.98%	18
2022 Q3	$5.71M	Buy	144,670 +11,253	+8%	+$455K	1.89%	18
2022 Q2	$4.92M	Buy	133,417 +39,852	+43%	+$1.62M	1.6%	19
2022 Q1	$3.77M	Buy	93,565 +66,182	+242%	+$2.58M	1.15%	28
2021 Q4	$958K	Buy	27,383 +1,805	+7%	+$64.8K	0.29%	48
2021 Q3	$902K	Sell	25,578 -67,892	-73%	-$2.4M	0.32%	46
2021 Q2	$3.61M	Buy	93,470 +27,068	+41%	+$996K	1.34%	26
2021 Q1	$2.2M	Buy	+66,402	New	+$2.07M	0.95%	28

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

Capital Advisors Wealth Management's MLPA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Global X MLP ETF (MLPA) stake by 12% in Q2 2026, buying an estimated $383K and bringing the position to 64,160 shares worth $3.41M. The position accounts for 0.4% of the portfolio, ranked #52.

Capital Advisors Wealth Management first reported a position in MLPA in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.94M in Q1 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Capital Advisors Wealth Management held 64,160 shares of Global X MLP ETF worth $3.41M as of Q2 2026.
Capital Advisors Wealth Management bought 7,115 Global X MLP ETF shares in Q2 2026, an estimated $383K.
Global X MLP ETF made up 0.4% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #52 holding.
Capital Advisors Wealth Management first reported a position in Global X MLP ETF in Q1 2021 and has held it in 22 quarters since.
Capital Advisors Wealth Management's Global X MLP ETF position peaked at $6.94M in Q1 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.