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Concurrent Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-5,823
Closed -$314K – 2169
2026
Q1 		$314K Buy
+5,823
New +$305K ﹤0.01% 1471

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Concurrent Investment Advisors's MLPA Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 5,823 shares — an estimated $314K sold.

Concurrent Investment Advisors first reported a position in MLPA in Q1 2026 and held it in 1 quarter. The position peaked at $314K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,823 Global X MLP ETF shares in Q2 2026, an estimated $314K.
  • Concurrent Investment Advisors first reported a position in Global X MLP ETF in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Global X MLP ETF position peaked at $314K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.