Focus Partners Wealth
MLPA icon

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
Q2 		$9.32M Buy
175,672
+20,390
+13% +$1.1M 0.01% 742
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Focus Partners Wealth's MLPA Position: Q2 2026 in Review

Focus Partners Wealth increased its Global X MLP ETF (MLPA) stake by 13% in Q2 2026, buying an estimated $1.1M and bringing the position to 175,672 shares worth $9.32M. The position accounts for 0.01% of the portfolio, ranked #742.

Focus Partners Wealth first reported a position in MLPA in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Focus Partners Wealth held 175,672 shares of Global X MLP ETF worth $9.32M as of Q2 2026.
  • Focus Partners Wealth bought 20,390 Global X MLP ETF shares in Q2 2026, an estimated $1.1M.
  • Global X MLP ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #742 holding.
  • Focus Partners Wealth first reported a position in Global X MLP ETF in Q4 2023 and has held it in 11 quarters since.
  • 249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.