Creative Financial Designs’s Global X MLP ETF MLPA Stock Holding History

Creative Financial Designs’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	$3.98K	Sell	75 -6	-7%	-$323	﹤0.01%	1759
2026 Q1	$4.36K	Sell	81 -25	-24%	-$1.31K	﹤0.01%	1611
2025 Q4	$5.13K	Sell	106 -44	-29%	-$2.12K	﹤0.01%	1515
2025 Q3	$7.26K	Hold	150	–	–	﹤0.01%	1438
2025 Q2	$7.53K	Sell	150 -17	-10%	-$847	﹤0.01%	1418
2025 Q1	$8.89K	Sell	167 -1,776	-91%	-$93.4K	﹤0.01%	1329
2024 Q4	$96K	Sell	1,943 -6	-0.3%	-$294	0.01%	616
2024 Q3	$93.5K	Buy	1,949 +51	+3%	+$2.45K	0.01%	610
2024 Q2	$92.1K	Buy	1,898 +1,684	+787%	+$80K	0.01%	598
2024 Q1	$10.3K	Sell	214 -2,506	-92%	-$116K	﹤0.01%	1132
2023 Q4	$120K	Buy	2,720 +1,268	+87%	+$56.6K	0.01%	499
2023 Q3	$64.7K	Sell	1,452 -4	-0.3%	-$175	0.01%	566
2023 Q2	$62.5K	Sell	1,456 -505	-26%	-$21.2K	0.01%	584
2023 Q1	$81.6K	Sell	1,961 -16	-0.8%	-$677	0.01%	495
2022 Q4	$81.6K	Sell	1,977 -168	-8%	-$7.04K	0.01%	483
2022 Q3	$85K	Buy	2,145 +80	+4%	+$3.24K	0.01%	467
2022 Q2	$76K	Buy	+2,065	New	+$83.7K	0.01%	479

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

Creative Financial Designs's MLPA Position: Q2 2026 in Review

Creative Financial Designs reduced its Global X MLP ETF (MLPA) stake by 7.4% in Q2 2026, selling an estimated $323 and leaving 75 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Creative Financial Designs first reported a position in MLPA in Q2 2022 and has held it in 17 quarters since. The position peaked at $120K in Q4 2023. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Creative Financial Designs held 75 shares of Global X MLP ETF worth $3.98K as of Q2 2026.
Creative Financial Designs sold 6 Global X MLP ETF shares in Q2 2026, an estimated $323.
Global X MLP ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1759 holding.
Creative Financial Designs first reported a position in Global X MLP ETF in Q2 2022 and has held it in 17 quarters since.
Creative Financial Designs's Global X MLP ETF position peaked at $120K in Q4 2023.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.