Cerity Partners
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Cerity Partners’s Global X MLP ETF MLPA Stock Holding History

Cerity 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 		$2.58M Buy
48,573
+1,417
+3% +$76.4K ﹤0.01% 1449
2026
Q1 		$2.54M Buy
47,156
+12,880
+38% +$674K ﹤0.01% 1346
2025
Q4 		$1.66M Sell
34,276
-4,989
-13% -$241K ﹤0.01% 1450
2025
Q3 		$1.9M Sell
39,265
-2,100
-5% -$104K ﹤0.01% 1316
2025
Q2 		$2.08M Buy
41,365
+6,033
+17% +$300K ﹤0.01% 1201
2025
Q1 		$1.88M Sell
35,332
-5,838
-14% -$307K ﹤0.01% 1161
2024
Q4 		$2.03M Buy
41,170
+4,018
+11% +$197K ﹤0.01% 1093
2024
Q3 		$1.78M Sell
37,152
-1,407
-4% -$67.6K ﹤0.01% 1141
2024
Q2 		$1.87M Buy
38,559
+5,676
+17% +$270K ﹤0.01% 940
2024
Q1 		$1.59M Buy
32,883
+1,490
+5% +$68.8K ﹤0.01% 1076
2023
Q4 		$1.39M Hold
31,393
– – ﹤0.01% 881
2023
Q3 		$1.4M Buy
+31,393
New +$1.37M 0.01% 668

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cerity Partners's MLPA Position: Q2 2026 in Review

Cerity Partners increased its Global X MLP ETF (MLPA) stake by 3% in Q2 2026, buying an estimated $76.4K and bringing the position to 48,573 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Cerity Partners first reported a position in MLPA in Q3 2023 and has held it in 12 quarters since. 238 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Cerity Partners held 48,573 shares of Global X MLP ETF worth $2.58M as of Q2 2026.
  • Cerity Partners bought 1,417 Global X MLP ETF shares in Q2 2026, an estimated $76.4K.
  • Global X MLP ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1449 holding.
  • Cerity Partners first reported a position in Global X MLP ETF in Q3 2023 and has held it in 12 quarters since.
  • 238 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.