Clean Yield Group’s Global X MLP ETF MLPA Stock Holding History

Clean Yield Group’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
2025 Q4	–	Sell	-539	Closed	-$26.1K	–	419
2025 Q3	$26.1K	Buy	+539	New	+$26.8K	0.01%	274

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Clean Yield Group's MLPA Position: Q4 2025 in Review

Clean Yield Group sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 539 shares — an estimated $26.1K sold.

Clean Yield Group first reported a position in MLPA in Q3 2025 and held it in 1 quarter. The position peaked at $26.1K in Q3 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

Clean Yield Group reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
Clean Yield Group sold 539 Global X MLP ETF shares in Q4 2025, an estimated $26.1K.
Clean Yield Group first reported a position in Global X MLP ETF in Q3 2025 and held it in 1 quarter.
Clean Yield Group's Global X MLP ETF position peaked at $26.1K in Q3 2025.
233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Clean Yield Group's 13F filing for Q4 2025, filed 26 Jan 2026.