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Demars Financial Group’s Global X MLP ETF MLPA Stock Holding History

Demars Financial Group’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 		$1.19M Buy
22,111
+4,137
+23% +$217K 0.39% 31
2025
Q4 		$870K Buy
17,974
+3,961
+28% +$191K 0.29% 37
2025
Q3 		$679K Buy
14,013
+1,287
+10% +$64K 0.24% 45
2025
Q2 		$639K Sell
12,726
-595,799
-98% -$29.7M 0.25% 42
2025
Q1 		$11.4M Buy
+608,525
New +$32M 0.33% 32

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

Demars Financial Group's MLPA Position: Q1 2026 in Review

Demars Financial Group increased its Global X MLP ETF (MLPA) stake by 23% in Q1 2026, buying an estimated $217K and bringing the position to 22,111 shares worth $1.19M. The position accounts for 0.39% of the portfolio, ranked #31.

Demars Financial Group first reported a position in MLPA in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Demars Financial Group held 22,111 shares of Global X MLP ETF worth $1.19M as of Q1 2026.
  • Demars Financial Group bought 4,137 Global X MLP ETF shares in Q1 2026, an estimated $217K.
  • Global X MLP ETF made up 0.39% of Demars Financial Group's portfolio in Q1 2026, its #31 holding.
  • Demars Financial Group first reported a position in Global X MLP ETF in Q1 2025 and has held it in 5 quarters since.
  • Demars Financial Group's Global X MLP ETF position peaked at $11.4M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.