Corient Private Wealth’s Global X MLP ETF MLPA Stock Holding History

Corient Private Wealth’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	$651K	Sell	12,264 -5,270	-30%	-$284K	﹤0.01%	2058
2026 Q1	$928K	Buy	17,534 +4,358	+33%	+$228K	﹤0.01%	1701
2025 Q4	$638K	Buy	13,176 +1,579	+14%	+$76.1K	﹤0.01%	1739
2025 Q3	$562K	Sell	11,597 -1,430	-11%	-$71.1K	﹤0.01%	1733
2025 Q2	$654K	Sell	13,027 -71	-0.5%	-$3.54K	﹤0.01%	1564
2025 Q1	$697K	Buy	13,098 +252	+2%	+$13.3K	﹤0.01%	1442
2024 Q4	$635K	Buy	12,846 +1,185	+10%	+$58.1K	﹤0.01%	1504
2024 Q3	$559K	Sell	11,661 -1,185	-9%	-$56.9K	﹤0.01%	1673
2024 Q2	$623K	Sell	12,846 -234	-2%	-$11.1K	﹤0.01%	1534
2024 Q1	$631K	Buy	13,080 +126	+1%	+$5.82K	﹤0.01%	1509
2023 Q4	$574K	Buy	12,954 +382	+3%	+$17K	﹤0.01%	1543
2023 Q3	$561K	Sell	12,572 -4,099	-25%	-$180K	﹤0.01%	1432
2023 Q2	$716K	Buy	16,671 +4,826	+41%	+$203K	﹤0.01%	1283
2023 Q1	$493K	Buy	+11,845	New	+$501K	﹤0.01%	1390

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

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

Corient Private Wealth's MLPA Position: Q2 2026 in Review

Corient Private Wealth reduced its Global X MLP ETF (MLPA) stake by 30% in Q2 2026, selling an estimated $284K and leaving 12,264 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Corient Private Wealth first reported a position in MLPA in Q1 2023 and has held it in 14 quarters since. The position peaked at $928K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Corient Private Wealth held 12,264 shares of Global X MLP ETF worth $651K as of Q2 2026.
Corient Private Wealth sold 5,270 Global X MLP ETF shares in Q2 2026, an estimated $284K.
Global X MLP ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2058 holding.
Corient Private Wealth first reported a position in Global X MLP ETF in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's Global X MLP ETF position peaked at $928K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.