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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X MLP ETF MLPA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$402K Sell
7,579
-4,931
-39% -$266K 0.11% 123
2026
Q1 		$674K Buy
12,510
+496
+4% +$26K 0.2% 80
2025
Q4 		$582K Sell
12,014
-2,420
-17% -$117K 0.17% 83
2025
Q3 		$699K Sell
14,434
-2,129
-13% -$106K 0.22% 74
2025
Q2 		$831K Sell
16,563
-48
-0.3% -$2.39K 0.28% 55
2025
Q1 		$884K Buy
16,611
+148
+0.9% +$7.78K 0.33% 51
2024
Q4 		$813K Buy
16,463
+15,748
+2,203% +$773K 0.32% 47
2024
Q3 		$34.3K Hold
715
– – 0.02% 251
2024
Q2 		$34.7K Sell
715
-14,406
-95% -$685K 0.02% 231
2024
Q1 		$729K Buy
15,121
+8,229
+119% +$380K 0.48% 37
2023
Q4 		$305K Buy
6,892
+1,353
+24% +$60.4K 0.19% 66
2023
Q3 		$247K Buy
5,539
+4,241
+327% +$186K 0.18% 71
2023
Q2 		$47.7K Buy
1,298
+422
+48% +$17.7K 0.04% 164
2023
Q1 		$36.4K Buy
876
+24
+3% +$1.01K 0.03% 175
2022
Q4 		$35.2K Buy
+852
New +$35.7K 0.03% 174

Other funds holding MLPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MLPA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Global X MLP ETF (MLPA) stake by 39% in Q2 2026, selling an estimated $266K and leaving 7,579 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #123.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MLPA in Q4 2022 and has held it in 15 quarters since. The position peaked at $884K in Q1 2025. 165 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 7,579 shares of Global X MLP ETF worth $402K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 4,931 Global X MLP ETF shares in Q2 2026, an estimated $266K.
  • Global X MLP ETF made up 0.11% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #123 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X MLP ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X MLP ETF position peaked at $884K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.