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

Collaborative 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	–	Sell	-20,740	Closed	-$1M	–	208
2025 Q4	$1M	Sell	20,740 -684	-3%	-$33K	0.35%	63
2025 Q3	$1.04M	Buy	21,424 +40	+0.2%	+$1.99K	0.42%	54
2025 Q2	$1.07M	Buy	21,384 +27	+0.1%	+$1.34K	0.47%	46
2025 Q1	$1.14M	Hold	21,357	–	–	0.53%	43
2024 Q4	$1.06M	Hold	21,357	–	–	0.48%	45
2024 Q3	$1.02M	Hold	21,357	–	–	0.46%	47
2024 Q2	$1.04M	Sell	21,357 -200	-0.9%	-$9.5K	0.51%	43
2024 Q1	$1.04M	Hold	21,557	–	–	0.52%	45
2023 Q4	$955K	Sell	21,557 -1,327	-6%	-$59.2K	0.52%	48
2023 Q3	$1.02M	Buy	22,884 +26	+0.1%	+$1.14K	0.61%	40
2023 Q2	$981K	Buy	22,858 +266	+1%	+$11.2K	0.58%	41
2023 Q1	$940K	Buy	22,592 +147	+0.7%	+$6.22K	0.59%	43
2022 Q4	$927K	Buy	22,445 +23	+0.1%	+$964	0.61%	48
2022 Q3	$884K	Sell	22,422 -364	-2%	-$14.7K	0.63%	45
2022 Q2	$840K	Buy	+22,786	New	+$923K	0.55%	55
2021 Q4	$671K	Buy	+19,179	New	+$688K	0.37%	91
2021 Q1	$840K	Buy	+20,845	New	+$650K	0.48%	67

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

ECM

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

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

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

Collaborative Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 20,740 shares — an estimated $1M sold.

Collaborative Wealth Management first reported a position in MLPA in Q1 2021 and held it in 17 quarters. The position peaked at $1.14M in Q1 2025. 244 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Collaborative Wealth Management reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
Collaborative Wealth Management sold 20,740 Global X MLP ETF shares in Q1 2026, an estimated $1M.
Collaborative Wealth Management first reported a position in Global X MLP ETF in Q1 2021 and held it in 17 quarters.
Collaborative Wealth Management's Global X MLP ETF position peaked at $1.14M in Q1 2025.
244 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.