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

EverSource 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
2025 Q4	–	Sell	-41	Closed	-$1.99K	–	4376
2025 Q3	$1.99K	Hold	41	–	–	﹤0.01%	3515
2025 Q2	$2.06K	Sell	41 -401	-91%	-$20K	﹤0.01%	3501
2025 Q1	$23.5K	Hold	442	–	–	﹤0.01%	1612
2024 Q4	$21.8K	Buy	+442	New	+$21.7K	﹤0.01%	1578
2022 Q2	–	Sell	-643	Closed	-$26K	–	1824
2022 Q1	$26K	Sell	643 -185	-22%	-$7.21K	0.01%	615
2021 Q4	$29K	Buy	+828	New	+$29.7K	0.01%	546

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

EverSource Wealth Advisors's MLPA Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 41 shares — an estimated $1.99K sold.

EverSource Wealth Advisors first reported a position in MLPA in Q4 2021 and held it in 6 quarters. The position peaked at $29K in Q4 2021. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

EverSource Wealth Advisors reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 41 Global X MLP ETF shares in Q4 2025, an estimated $1.99K.
EverSource Wealth Advisors first reported a position in Global X MLP ETF in Q4 2021 and held it in 6 quarters.
EverSource Wealth Advisors's Global X MLP ETF position peaked at $29K in Q4 2021.
233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.