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

CCG 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	$473K	Hold	8,903	–	–	0.11%	95
2026 Q1	$480K	Hold	8,903	–	–	0.13%	90
2025 Q4	$431K	Hold	8,903	–	–	0.18%	61
2025 Q3	$431K	Hold	8,903	–	–	0.2%	51
2025 Q2	$447K	Hold	8,903	–	–	0.24%	50
2025 Q1	$474K	Hold	8,903	–	–	0.28%	44
2024 Q4	$440K	Sell	8,903 -20,014	-69%	-$982K	0.24%	46
2024 Q3	$1.39M	Hold	28,917	–	–	0.78%	21
2024 Q2	$1.4M	Hold	28,917	–	–	0.79%	21
2024 Q1	$1.39M	Buy	+28,917	New	+$1.33M	0.84%	22

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

CCG Wealth Management's MLPA Position: Q2 2026 in Review

CCG Wealth Management held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 8,903 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #95.

CCG Wealth Management first reported a position in MLPA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2024. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

CCG Wealth Management held 8,903 shares of Global X MLP ETF worth $473K as of Q2 2026.
CCG Wealth Management left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.11% of CCG Wealth Management's portfolio in Q2 2026, its #95 holding.
CCG Wealth Management first reported a position in Global X MLP ETF in Q1 2024 and has held it in 10 quarters since.
CCG Wealth Management's Global X MLP ETF position peaked at $1.4M in Q2 2024.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.