Entelevest’s Global X MLP ETF MLPA Stock Holding History

Entelevest’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	–	Sell	-4,699	Closed	-$227K	–	159
2025 Q4	$227K	Buy	+4,699	New	+$227K	0.23%	99

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Entelevest's MLPA Position: Q1 2026 in Review

Entelevest sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 4,699 shares — an estimated $227K sold.

Entelevest first reported a position in MLPA in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 244 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Entelevest reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
Entelevest sold 4,699 Global X MLP ETF shares in Q1 2026, an estimated $227K.
Entelevest first reported a position in Global X MLP ETF in Q4 2025 and held it in 1 quarter.
Entelevest's Global X MLP ETF position peaked at $227K in Q4 2025.
244 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Entelevest's 13F filing for Q1 2026, filed 5 May 2026.