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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
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
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

Eagle Strategies's MLPA Position: Q1 2026 in Review

Eagle Strategies reduced its Global X MLP ETF (MLPA) stake by 5.5% in Q1 2026, selling an estimated $17.6K and leaving 5,750 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #215.

Eagle Strategies first reported a position in MLPA in Q4 2022 and has held it in 13 quarters since. The position peaked at $355K in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Eagle Strategies held 5,750 shares of Global X MLP ETF worth $310K as of Q1 2026.
  • Eagle Strategies sold 336 Global X MLP ETF shares in Q1 2026, an estimated $17.6K.
  • Global X MLP ETF made up 0.04% of Eagle Strategies's portfolio in Q1 2026, its #215 holding.
  • Eagle Strategies first reported a position in Global X MLP ETF in Q4 2022 and has held it in 13 quarters since.
  • Eagle Strategies's Global X MLP ETF position peaked at $355K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Eagle Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.