Eagle Strategies’s Global X MLP ETF MLPA Stock Holding History

Eagle Strategies’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	$328K	Buy	6,184 +434	+8%	+$23.4K	0.03%	225
2026 Q1	$310K	Sell	5,750 -336	-6%	-$17.6K	0.04%	215
2025 Q4	$295K	Sell	6,086 -411	-6%	-$19.8K	0.04%	215
2025 Q3	$315K	Buy	6,497 +123	+2%	+$6.12K	0.04%	206
2025 Q2	$320K	Sell	6,374 -304	-5%	-$15.1K	0.05%	186
2025 Q1	$355K	Sell	6,678 -17	-0.3%	-$894	0.06%	160
2024 Q4	$331K	Sell	6,695 -57	-0.8%	-$2.8K	0.06%	166
2024 Q3	$324K	Buy	6,752 +33	+0.5%	+$1.58K	0.06%	162
2024 Q2	$326K	Buy	+6,719	New	+$319K	0.06%	161
2024 Q1	–	Sell	-5,866	Closed	-$260K	–	307
2023 Q4	$260K	Buy	5,866 +545	+10%	+$24.3K	0.06%	167
2023 Q3	$237K	Buy	5,321 +279	+6%	+$12.2K	0.06%	165
2023 Q2	$216K	Sell	5,042 -2,374	-32%	-$99.8K	0.05%	176
2023 Q1	$309K	Buy	7,416 +241	+3%	+$10.2K	0.08%	144
2022 Q4	$296K	Buy	+7,175	New	+$301K	0.09%	134

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

Eagle Strategies's MLPA Position: Q2 2026 in Review

Eagle Strategies increased its Global X MLP ETF (MLPA) stake by 7.5% in Q2 2026, buying an estimated $23.4K and bringing the position to 6,184 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #225.

Eagle Strategies first reported a position in MLPA in Q4 2022 and has held it in 14 quarters since. The position peaked at $355K in Q1 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Eagle Strategies held 6,184 shares of Global X MLP ETF worth $328K as of Q2 2026.
Eagle Strategies bought 434 Global X MLP ETF shares in Q2 2026, an estimated $23.4K.
Global X MLP ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #225 holding.
Eagle Strategies first reported a position in Global X MLP ETF in Q4 2022 and has held it in 14 quarters since.
Eagle Strategies's Global X MLP ETF position peaked at $355K in Q1 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.