Evergreen Capital Management’s Global X MLP ETF MLPA Stock Holding History

Evergreen Capital 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 Q1	$25.6M	Sell	475,437 -14,188	-3%	-$743K	0.55%	34
2025 Q4	$23.7M	Buy	489,625 +3,150	+0.6%	+$152K	0.53%	37
2025 Q3	$23.6M	Buy	486,475 +5,487	+1%	+$273K	0.56%	35
2025 Q2	$24.1M	Buy	480,988 +7,426	+2%	+$370K	0.73%	25
2025 Q1	$25.2M	Sell	473,562 -25,156	-5%	-$1.32M	0.85%	21
2024 Q4	$24.6M	Buy	+498,718	New	+$24.5M	0.8%	20
2024 Q3	–	Sell	-474,797	Closed	-$23M	–	1038
2024 Q2	$23M	Buy	+474,797	New	+$22.6M	0.83%	18
2024 Q1	–	Sell	-499,658	Closed	-$22.1M	–	904
2023 Q4	$22.1M	Buy	499,658 +11,231	+2%	+$501K	0.9%	16
2023 Q3	$21.8M	Sell	488,427 -43,163	-8%	-$1.89M	0.95%	14
2023 Q2	$22.8M	Buy	531,590 +10,389	+2%	+$437K	0.95%	14
2023 Q1	$21.7M	Buy	521,201 +27,078	+5%	+$1.15M	0.97%	13
2022 Q4	$20.4M	Buy	494,123 +619	+0.1%	+$25.9K	0.96%	12
2022 Q3	$19.5M	Buy	493,504 +13,056	+3%	+$528K	1.02%	14
2022 Q2	$17.7M	Buy	480,448 +6,073	+1%	+$246K	0.92%	17
2022 Q1	$19.1M	Buy	474,375 +15,244	+3%	+$594K	0.78%	25
2021 Q4	$16.1M	Buy	459,131 +15,659	+4%	+$562K	0.64%	36
2021 Q3	$15.6M	Buy	443,472 +25,527	+6%	+$901K	0.71%	30
2021 Q2	$16.2M	Sell	417,945 -8,423	-2%	-$310K	0.77%	26
2021 Q1	$14.1M	Sell	426,368 -106,015	-20%	-$3.3M	0.72%	27
2020 Q4	$14.6M	Sell	532,383 -151,769	-22%	-$3.92M	0.85%	21
2020 Q3	$15M	Buy	684,152 +13,069	+2%	+$333K	1.04%	17
2020 Q2	$18.3M	Sell	671,083 -46,985	-7%	-$1.27M	1.38%	16
2020 Q1	$13.6M	Sell	718,068 -367,759	-34%	-$13.7M	1.27%	20
2019 Q4	$51.3M	Buy	1,085,827 +1,051,023	+3,020%	+$49M	4.28%	2
2019 Q3	$1.75M	Hold	34,804	–	–	0.16%	124
2019 Q2	$1.84M	Sell	34,804 -40,784	-54%	-$2.15M	0.18%	117
2019 Q1	$4.02M	Buy	75,588 +49,157	+186%	+$2.55M	0.4%	63
2018 Q4	$1.22M	Buy	+26,431	New	+$1.39M	0.13%	140

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

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Evergreen Capital Management's MLPA Position: Q1 2026 in Review

Evergreen Capital Management reduced its Global X MLP ETF (MLPA) stake by 2.9% in Q1 2026, selling an estimated $743K and leaving 475,437 shares worth $25.6M. The position accounts for 0.55% of the portfolio, ranked #34.

Evergreen Capital Management first reported a position in MLPA in Q4 2018 and has held it in 28 quarters since. The position peaked at $51.3M in Q4 2019. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Evergreen Capital Management held 475,437 shares of Global X MLP ETF worth $25.6M as of Q1 2026.
Evergreen Capital Management sold 14,188 Global X MLP ETF shares in Q1 2026, an estimated $743K.
Global X MLP ETF made up 0.55% of Evergreen Capital Management's portfolio in Q1 2026, its #34 holding.
Evergreen Capital Management first reported a position in Global X MLP ETF in Q4 2018 and has held it in 28 quarters since.
Evergreen Capital Management's Global X MLP ETF position peaked at $51.3M in Q4 2019.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.