CX Institutional’s Global X MLP ETF MLPA Stock Holding History

CX Institutional’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	-125	Closed	-$6K	–	1625
2025 Q4	$6K	Buy	+125	New	+$6.03K	﹤0.01%	1252

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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 $169M AUM

CX Institutional's MLPA Position: Q1 2026 in Review

CX Institutional sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 125 shares — an estimated $6K sold.

CX Institutional first reported a position in MLPA in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

CX Institutional reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 125 Global X MLP ETF shares in Q1 2026, an estimated $6K.
CX Institutional first reported a position in Global X MLP ETF in Q4 2025 and held it in 1 quarter.
CX Institutional's Global X MLP ETF position peaked at $6K in Q4 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.