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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
Q2 		$731K Sell
13,767
-1,742
-11% -$93.9K 0.28% 69
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
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

Endowment Wealth Management's MLPA Position: Q2 2026 in Review

Endowment Wealth Management reduced its Global X MLP ETF (MLPA) stake by 11% in Q2 2026, selling an estimated $93.9K and leaving 13,767 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #69.

Endowment Wealth Management first reported a position in MLPA in Q4 2021 and has held it in 19 quarters since. The position peaked at $835K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Endowment Wealth Management held 13,767 shares of Global X MLP ETF worth $731K as of Q2 2026.
  • Endowment Wealth Management sold 1,742 Global X MLP ETF shares in Q2 2026, an estimated $93.9K.
  • Global X MLP ETF made up 0.28% of Endowment Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Endowment Wealth Management first reported a position in Global X MLP ETF in Q4 2021 and has held it in 19 quarters since.
  • Endowment Wealth Management's Global X MLP ETF position peaked at $835K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.