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Endowment Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Endowment Wealth Management’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 		$835K Buy
15,509
+212
+1% +$11.1K 0.37% 55
2025
Q4 		$741K Buy
15,297
+420
+3% +$20.2K 0.34% 62
2025
Q3 		$720K Buy
14,877
+2,966
+25% +$148K 0.33% 62
2025
Q2 		$598K Buy
11,911
+1,067
+10% +$53.1K 0.31% 66
2025
Q1 		$577K Buy
10,844
+287
+3% +$15.1K 0.37% 60
2024
Q4 		$522K Buy
10,557
+226
+2% +$11.1K 0.35% 64
2024
Q3 		$496K Sell
10,331
-739
-7% -$35.5K 0.33% 66
2024
Q2 		$537K Sell
11,070
-385
-3% -$18.3K 0.39% 63
2024
Q1 		$552K Sell
11,455
-789
-6% -$36.4K 0.41% 59
2023
Q4 		$542K Sell
12,244
-1,322
-10% -$59K 0.45% 54
2023
Q3 		$605K Sell
13,566
-1,107
-8% -$48.5K 0.54% 48
2023
Q2 		$630K Buy
14,673
+479
+3% +$20.1K 0.58% 41
2023
Q1 		$590K Sell
14,194
-843
-6% -$35.7K 0.59% 42
2022
Q4 		$621K Sell
15,037
-403
-3% -$16.9K 0.68% 32
2022
Q3 		$609K Sell
15,440
-1,319
-8% -$53.4K 0.74% 30
2022
Q2 		$618K Buy
16,759
+275
+2% +$11.1K 0.74% 28
2022
Q1 		$664K Sell
16,484
-122
-0.7% -$4.75K 0.7% 26
2021
Q4 		$581K Buy
+16,606
New +$596K 0.59% 33

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 $5.7B AUM 32.06% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Endowment Wealth Management's MLPA Position: Q1 2026 in Review

Endowment Wealth Management increased its Global X MLP ETF (MLPA) stake by 1.4% in Q1 2026, buying an estimated $11.1K and bringing the position to 15,509 shares worth $835K. The position accounts for 0.37% of the portfolio, ranked #55.

Endowment Wealth Management first reported a position in MLPA in Q4 2021 and has held it in 18 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Endowment Wealth Management held 15,509 shares of Global X MLP ETF worth $835K as of Q1 2026.
  • Endowment Wealth Management bought 212 Global X MLP ETF shares in Q1 2026, an estimated $11.1K.
  • Global X MLP ETF made up 0.37% of Endowment Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Endowment Wealth Management first reported a position in Global X MLP ETF in Q4 2021 and has held it in 18 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.