Foundations Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Foundations Investment 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	$341K	Sell	6,416 -261,913	-98%	-$14.1M	﹤0.01%	906
2026 Q1	$14.5M	Buy	268,329 +13,824	+5%	+$724K	0.18%	126
2025 Q4	$12.3M	Buy	254,505 +249,209	+4,706%	+$12M	0.16%	131
2025 Q3	$256K	Sell	5,296 -223	-4%	-$11.1K	﹤0.01%	917
2025 Q2	$277K	Buy	+5,519	New	+$275K	﹤0.01%	768
2024 Q3	–	Sell	-5,956	Closed	-$289K	–	843
2024 Q2	$289K	Buy	+5,956	New	+$283K	0.01%	617

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

Foundations Investment Advisors's MLPA Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Global X MLP ETF (MLPA) stake by 98% in Q2 2026, selling an estimated $14.1M and leaving 6,416 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Foundations Investment Advisors first reported a position in MLPA in Q2 2024 and has held it in 6 quarters since. The position peaked at $14.5M in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Foundations Investment Advisors held 6,416 shares of Global X MLP ETF worth $341K as of Q2 2026.
Foundations Investment Advisors sold 261,913 Global X MLP ETF shares in Q2 2026, an estimated $14.1M.
Global X MLP ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #906 holding.
Foundations Investment Advisors first reported a position in Global X MLP ETF in Q2 2024 and has held it in 6 quarters since.
Foundations Investment Advisors's Global X MLP ETF position peaked at $14.5M in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.