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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EP Wealth Advisors's MLPA Position: Q1 2026 in Review

EP Wealth Advisors held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 21,319 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #613.

EP Wealth Advisors first reported a position in MLPA in Q4 2025 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

EP Wealth Advisors held 21,319 shares of Global X MLP ETF worth $1.15M as of Q1 2026.
EP Wealth Advisors left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #613 holding.
EP Wealth Advisors first reported a position in Global X MLP ETF in Q4 2025 and has held it in 2 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.