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 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 $1.66T 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 $4.62B AUM 25.58% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

CCG Wealth Management's MLPA Position: Q1 2026 in Review

CCG Wealth Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 8,903 shares worth $480K. The position accounts for 0.13% of the portfolio, ranked #90.

CCG Wealth Management first reported a position in MLPA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2024. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

CCG Wealth Management held 8,903 shares of Global X MLP ETF worth $480K as of Q1 2026.
CCG Wealth Management left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.13% of CCG Wealth Management's portfolio in Q1 2026, its #90 holding.
CCG Wealth Management first reported a position in Global X MLP ETF in Q1 2024 and has held it in 9 quarters since.
CCG Wealth Management's Global X MLP ETF position peaked at $1.4M in Q2 2024.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

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