Ethos Financial Group’s Global X MLP ETF MLPA Stock Holding History

Ethos Financial Group’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	$2.62M	Sell	48,564 -2,474	-5%	-$130K	0.19%	114
2025 Q4	$2.47M	Sell	51,038 -22,873	-31%	-$1.1M	0.18%	119
2025 Q3	$3.58M	Buy	73,911 +1,536	+2%	+$76.4K	0.28%	88
2025 Q2	$3.63M	Buy	72,375 +5,644	+8%	+$281K	0.31%	80
2025 Q1	$3.3M	Hold	66,731	–	–	0.32%	74
2024 Q4	$3.3M	Buy	66,731 +7,397	+12%	+$363K	0.43%	58
2024 Q3	$2.85M	Buy	59,334 +3,658	+7%	+$176K	0.47%	48
2024 Q2	$2.7M	Buy	55,676 +970	+2%	+$46.1K	0.48%	49
2024 Q1	$2.64M	Buy	54,706 +1,298	+2%	+$59.9K	0.5%	49
2023 Q4	$2.37M	Sell	53,408 -1,617	-3%	-$72.1K	0.5%	45
2023 Q3	$2.47M	Buy	55,025 +6,218	+13%	+$272K	0.64%	43
2023 Q2	$2.03M	Hold	48,807	–	–	0.69%	35
2023 Q1	$2.03M	Buy	48,807 +676	+1%	+$28.6K	0.63%	37
2022 Q4	$1.99M	Buy	+48,131	New	+$2.02M	0.67%	35

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

Ethos Financial Group's MLPA Position: Q1 2026 in Review

Ethos Financial Group reduced its Global X MLP ETF (MLPA) stake by 4.8% in Q1 2026, selling an estimated $130K and leaving 48,564 shares worth $2.62M. The position accounts for 0.19% of the portfolio, ranked #114.

Ethos Financial Group first reported a position in MLPA in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.63M in Q2 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Ethos Financial Group held 48,564 shares of Global X MLP ETF worth $2.62M as of Q1 2026.
Ethos Financial Group sold 2,474 Global X MLP ETF shares in Q1 2026, an estimated $130K.
Global X MLP ETF made up 0.19% of Ethos Financial Group's portfolio in Q1 2026, its #114 holding.
Ethos Financial Group first reported a position in Global X MLP ETF in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Global X MLP ETF position peaked at $3.63M in Q2 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.