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D.A. Davidson & Co’s Global X MLP ETF MLPA Stock Holding History

D.A. Davidson & Co’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 		$1.96M Buy
36,366
+637
+2% +$33.4K 0.01% 705
2025
Q4 		$1.73M Sell
35,729
-2,208
-6% -$106K 0.01% 712
2025
Q3 		$1.84M Sell
37,937
-4,750
-11% -$236K 0.01% 669
2025
Q2 		$2.14M Sell
42,687
-35,806
-46% -$1.78M 0.02% 594
2025
Q1 		$4.18M Buy
78,493
+16,495
+27% +$867K 0.03% 363
2024
Q4 		$3.06M Buy
61,998
+27,651
+81% +$1.36M 0.02% 434
2024
Q3 		$1.65M Sell
34,347
-1,960
-5% -$94.1K 0.01% 615
2024
Q2 		$1.76M Sell
36,307
-1,660
-4% -$78.9K 0.02% 557
2024
Q1 		$1.83M Sell
37,967
-5,694
-13% -$263K 0.02% 552
2023
Q4 		$1.93M Sell
43,661
-5,517
-11% -$246K 0.02% 516
2023
Q3 		$2.19M Buy
49,178
+128
+0.3% +$5.61K 0.02% 454
2023
Q2 		$2.11M Buy
49,050
+2,972
+6% +$125K 0.02% 472
2023
Q1 		$1.92M Buy
46,078
+4,418
+11% +$187K 0.02% 477
2022
Q4 		$1.72M Buy
41,660
+23,956
+135% +$1M 0.02% 480
2022
Q3 		$698K Sell
17,704
-28,527
-62% -$1.15M 0.01% 709
2022
Q2 		$1.71M Buy
+46,231
New +$1.87M 0.02% 463
2020
Q2 		– Sell
-10,197
Closed -$193K – 990
2020
Q1 		$193K Sell
10,197
-8,934
-47% -$333K ﹤0.01% 879
2019
Q4 		$905K Sell
19,131
-1,501
-7% -$70K 0.01% 526
2019
Q3 		$1.04M Buy
20,632
+4,187
+25% +$216K 0.02% 467
2019
Q2 		$870K Buy
16,445
+1,962
+14% +$103K 0.02% 507
2019
Q1 		$771K Buy
14,483
+750
+5% +$39K 0.01% 569
2018
Q4 		$632K Sell
13,733
-926
-6% -$48.8K 0.01% 586
2018
Q3 		$840K Buy
14,659
+387
+3% +$22.5K 0.01% 557
2018
Q2 		$784K Buy
14,272
+1,976
+16% +$108K 0.02% 572
2018
Q1 		$626K Sell
12,296
-17,051
-58% -$995K 0.01% 610
2017
Q4 		$1.74M Buy
29,347
+1,838
+7% +$107K 0.04% 350
2017
Q3 		$1.7M Buy
27,509
+1,135
+4% +$71.2K 0.03% 393
2017
Q2 		$1.73M Buy
26,374
+17,213
+188% +$1.15M 0.04% 342
2017
Q1 		$638K Buy
9,161
+3,018
+49% +$212K 0.02% 539
2016
Q4 		$426K Buy
+6,143
New +$415K 0.01% 703

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

D.A. Davidson & Co's MLPA Position: Q1 2026 in Review

D.A. Davidson & Co increased its Global X MLP ETF (MLPA) stake by 1.8% in Q1 2026, buying an estimated $33.4K and bringing the position to 36,366 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #705.

D.A. Davidson & Co first reported a position in MLPA in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.18M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • D.A. Davidson & Co held 36,366 shares of Global X MLP ETF worth $1.96M as of Q1 2026.
  • D.A. Davidson & Co bought 637 Global X MLP ETF shares in Q1 2026, an estimated $33.4K.
  • Global X MLP ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #705 holding.
  • D.A. Davidson & Co first reported a position in Global X MLP ETF in Q4 2016 and has held it in 30 quarters since.
  • D.A. Davidson & Co's Global X MLP ETF position peaked at $4.18M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.