Everstar Asset Management’s Global X MLP ETF MLPA Stock Holding History

Everstar Asset 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	$245K	Hold	4,555	–	–	0.13%	156
2025 Q4	$221K	Hold	4,555	–	–	0.12%	163
2025 Q3	$221K	Hold	4,555	–	–	0.13%	163
2025 Q2	$229K	Buy	4,555 +700	+18%	+$34.9K	0.14%	163
2025 Q1	$205K	Sell	3,855 -1,000	-21%	-$52.6K	0.14%	164
2024 Q4	$240K	Sell	4,855 -2,000	-29%	-$98.1K	0.17%	156
2024 Q3	$329K	Buy	+6,855	New	+$329K	0.23%	126

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

Everstar Asset Management's MLPA Position: Q1 2026 in Review

Everstar Asset Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 4,555 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #156.

Everstar Asset Management first reported a position in MLPA in Q3 2024 and has held it in 7 quarters since. The position peaked at $329K in Q3 2024. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Everstar Asset Management held 4,555 shares of Global X MLP ETF worth $245K as of Q1 2026.
Everstar Asset Management left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.13% of Everstar Asset Management's portfolio in Q1 2026, its #156 holding.
Everstar Asset Management first reported a position in Global X MLP ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's Global X MLP ETF position peaked at $329K in Q3 2024.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.