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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

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

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Cascade Financial Partners's MLPA Position: Q1 2026 in Review

Cascade Financial Partners reduced its Global X MLP ETF (MLPA) stake by 4.3% in Q1 2026, selling an estimated $223K and leaving 94,920 shares worth $5.11M. The position accounts for 0.53% of the portfolio, ranked #46.

Cascade Financial Partners first reported a position in MLPA in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.65M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Cascade Financial Partners held 94,920 shares of Global X MLP ETF worth $5.11M as of Q1 2026.
Cascade Financial Partners sold 4,267 Global X MLP ETF shares in Q1 2026, an estimated $223K.
Global X MLP ETF made up 0.53% of Cascade Financial Partners's portfolio in Q1 2026, its #46 holding.
Cascade Financial Partners first reported a position in Global X MLP ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Global X MLP ETF position peaked at $5.65M in Q1 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.