Cascade Financial Partners’s Global X MLP ETF MLPA Stock Holding History

Cascade Financial Partners’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	$4.88M	Sell	91,846 -3,074	-3%	-$166K	0.42%	54
2026 Q1	$5.11M	Sell	94,920 -4,267	-4%	-$223K	0.53%	46
2025 Q4	$4.8M	Sell	99,187 -550	-0.6%	-$26.5K	0.49%	46
2025 Q3	$4.83M	Sell	99,737 -3,899	-4%	-$194K	0.55%	36
2025 Q2	$5.2M	Sell	103,636 -2,546	-2%	-$127K	0.63%	34
2025 Q1	$5.65M	Sell	106,182 -1,932	-2%	-$102K	0.71%	28
2024 Q4	$5.34M	Sell	108,114 -500	-0.5%	-$24.5K	0.7%	29
2024 Q3	$5.19M	Sell	108,614 -1,101	-1%	-$52.9K	0.65%	28
2024 Q2	$5.32M	Sell	109,715 -2,480	-2%	-$118K	0.7%	26
2024 Q1	$5.29M	Buy	+112,195	New	+$5.18M	0.76%	26

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

Cascade Financial Partners's MLPA Position: Q2 2026 in Review

Cascade Financial Partners reduced its Global X MLP ETF (MLPA) stake by 3.2% in Q2 2026, selling an estimated $166K and leaving 91,846 shares worth $4.88M. The position accounts for 0.42% of the portfolio, ranked #54.

Cascade Financial Partners first reported a position in MLPA in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.65M in Q1 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Cascade Financial Partners held 91,846 shares of Global X MLP ETF worth $4.88M as of Q2 2026.
Cascade Financial Partners sold 3,074 Global X MLP ETF shares in Q2 2026, an estimated $166K.
Global X MLP ETF made up 0.42% of Cascade Financial Partners's portfolio in Q2 2026, its #54 holding.
Cascade Financial Partners first reported a position in Global X MLP ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Global X MLP ETF position peaked at $5.65M in Q1 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.