CreativeOne Wealth’s Global X MLP ETF MLPA Stock Holding History

CreativeOne 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	–	Sell	-15,006	Closed	-$808K	–	1249
2026 Q1	$808K	Buy	+15,006	New	+$786K	0.02%	652
2025 Q3	–	Sell	-5,014	Closed	-$252K	–	1186
2025 Q2	$252K	Buy	5,014 +377	+8%	+$18.8K	0.01%	985
2025 Q1	$247K	Sell	4,637 -305	-6%	-$16K	0.01%	929
2024 Q4	$244K	Sell	4,942 -343	-6%	-$16.8K	0.01%	949
2024 Q3	$254K	Buy	5,285 +1,001	+23%	+$48.1K	0.01%	827
2024 Q2	$208K	Buy	+4,284	New	+$204K	0.01%	723
2018 Q4	–	Sell	-1,810	Closed	-$104K	–	105
2018 Q3	$104K	Sell	1,810 -223	-11%	-$13K	0.04%	67
2018 Q2	$112K	Buy	+2,033	New	+$111K	0.05%	56

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

CreativeOne Wealth's MLPA Position: Q2 2026 in Review

CreativeOne Wealth sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 15,006 shares — an estimated $808K sold.

CreativeOne Wealth first reported a position in MLPA in Q2 2018 and held it in 8 quarters. The position peaked at $808K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

CreativeOne Wealth reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 15,006 Global X MLP ETF shares in Q2 2026, an estimated $808K.
CreativeOne Wealth first reported a position in Global X MLP ETF in Q2 2018 and held it in 8 quarters.
CreativeOne Wealth's Global X MLP ETF position peaked at $808K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.