Fortis Group Advisors’s Global X MLP ETF MLPA Stock Holding History

Fortis Group 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
2026 Q2	$4.94K	Hold	93	–	–	﹤0.01%	447
2026 Q1	$5.01K	Hold	93	–	–	﹤0.01%	438
2025 Q4	$4.5K	Hold	93	–	–	﹤0.01%	440
2025 Q3	$4.5K	Hold	93	–	–	﹤0.01%	401
2025 Q2	$4.67K	Hold	93	–	–	﹤0.01%	391
2025 Q1	$4.95K	Hold	93	–	–	﹤0.01%	354
2024 Q4	$4.59K	Hold	93	–	–	﹤0.01%	371
2024 Q3	$4.46K	Hold	93	–	–	﹤0.01%	361
2024 Q2	$4.51K	Hold	93	–	–	﹤0.01%	363
2024 Q1	$4.48K	Sell	93 -93	-50%	-$4.29K	﹤0.01%	383
2023 Q4	$8.24K	Buy	186 +93	+100%	+$4.15K	﹤0.01%	316
2023 Q3	$4.15K	Buy	+93	New	+$4.07K	﹤0.01%	306
2020 Q3	$2K	Buy	+93	New	+$2.37K	﹤0.01%	396

Other funds holding MLPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fortis Group Advisors's MLPA Position: Q2 2026 in Review

Fortis Group Advisors held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 93 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Fortis Group Advisors first reported a position in MLPA in Q3 2020 and has held it in 13 quarters since. The position peaked at $8.24K in Q4 2023. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Fortis Group Advisors held 93 shares of Global X MLP ETF worth $4.94K as of Q2 2026.
Fortis Group Advisors left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #447 holding.
Fortis Group Advisors first reported a position in Global X MLP ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Global X MLP ETF position peaked at $8.24K in Q4 2023.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.