EP Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

EP Wealth Advisors’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	$1.38M	Buy	25,914 +4,595	+22%	+$248K	0.01%	671
2026 Q1	$1.15M	Hold	21,319	–	–	0.01%	613
2025 Q4	$1.03M	Buy	+21,319	New	+$1.03M	0.01%	612

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

EP Wealth Advisors's MLPA Position: Q2 2026 in Review

EP Wealth Advisors increased its Global X MLP ETF (MLPA) stake by 22% in Q2 2026, buying an estimated $248K and bringing the position to 25,914 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #671.

EP Wealth Advisors first reported a position in MLPA in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

EP Wealth Advisors held 25,914 shares of Global X MLP ETF worth $1.38M as of Q2 2026.
EP Wealth Advisors bought 4,595 Global X MLP ETF shares in Q2 2026, an estimated $248K.
Global X MLP ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #671 holding.
EP Wealth Advisors first reported a position in Global X MLP ETF in Q4 2025 and has held it in 3 quarters since.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.