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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
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
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

Capital Advisors Wealth Management's MLPA Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its Global X MLP ETF (MLPA) stake by 0.7% in Q1 2026, buying an estimated $20.7K and bringing the position to 57,045 shares worth $3.07M. The position accounts for 0.41% of the portfolio, ranked #53.

Capital Advisors Wealth Management first reported a position in MLPA in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.94M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Capital Advisors Wealth Management held 57,045 shares of Global X MLP ETF worth $3.07M as of Q1 2026.
  • Capital Advisors Wealth Management bought 396 Global X MLP ETF shares in Q1 2026, an estimated $20.7K.
  • Global X MLP ETF made up 0.41% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Capital Advisors Wealth Management first reported a position in Global X MLP ETF in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Global X MLP ETF position peaked at $6.94M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.