Focus Partners Wealth’s Global X MLP ETF MLPA Stock Holding History

Focus Partners Wealth’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	$8.37M	Buy	155,282 +6,432	+4%	+$337K	0.01%	773
2025 Q4	$7.23M	Buy	148,850 +126,382	+562%	+$6.09M	0.01%	810
2025 Q3	$1.09M	Sell	22,468 -849	-4%	-$42.2K	﹤0.01%	1251
2025 Q2	$1.17M	Buy	23,317 +586	+3%	+$29.2K	﹤0.01%	1078
2025 Q1	$1.21M	Sell	22,731 -1,348	-6%	-$70.9K	﹤0.01%	994
2024 Q4	$1.19M	Buy	24,079 +166	+0.7%	+$8.14K	﹤0.01%	1003
2024 Q3	$1.15M	Buy	23,913 +5,872	+33%	+$282K	﹤0.01%	903
2024 Q2	$875K	Buy	18,041 +471	+3%	+$22.4K	﹤0.01%	827
2024 Q1	$847K	Buy	17,570 +202	+1%	+$9.32K	0.01%	635
2023 Q4	$769K	Buy	+17,368	New	+$775K	0.01%	497

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

Focus Partners Wealth's MLPA Position: Q1 2026 in Review

Focus Partners Wealth increased its Global X MLP ETF (MLPA) stake by 4.3% in Q1 2026, buying an estimated $337K and bringing the position to 155,282 shares worth $8.37M. The position accounts for 0.01% of the portfolio, ranked #773.

Focus Partners Wealth first reported a position in MLPA in Q4 2023 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Focus Partners Wealth held 155,282 shares of Global X MLP ETF worth $8.37M as of Q1 2026.
Focus Partners Wealth bought 6,432 Global X MLP ETF shares in Q1 2026, an estimated $337K.
Global X MLP ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #773 holding.
Focus Partners Wealth first reported a position in Global X MLP ETF in Q4 2023 and has held it in 10 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.