FWL Investment Management’s Global X MLP ETF MLPA Stock Holding History

FWL Investment Management’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	$1.28M	Sell	24,208 -166	-0.7%	-$8.95K	0.24%	58
2026 Q1	$1.31M	Buy	24,374 +3,021	+14%	+$158K	0.29%	50
2025 Q4	$1.03M	Buy	21,353 +16,510	+341%	+$796K	0.25%	55
2025 Q3	$235K	Sell	4,843 -859	-15%	-$42.7K	0.06%	78
2025 Q2	$286K	Buy	5,702 +703	+14%	+$35K	0.09%	79
2025 Q1	$266K	Buy	4,999 +1,226	+32%	+$64.5K	0.1%	72
2024 Q4	$186K	Buy	3,773 +2,600	+222%	+$128K	0.07%	85
2024 Q3	$56.3K	Buy	1,173 +21	+2%	+$1.01K	0.02%	116
2024 Q2	$55.9K	Buy	1,152 +185	+19%	+$8.79K	0.03%	103
2024 Q1	$46.6K	Sell	967 -112	-10%	-$5.17K	0.03%	101
2023 Q4	$47.8K	Sell	1,079 -1,000	-48%	-$44.6K	0.03%	92
2023 Q3	$92.7K	Buy	+2,079	New	+$91.1K	0.06%	60
2023 Q2	–	Sell	-3,895	Closed	-$162K	–	67
2023 Q1	$162K	Hold	3,895	–	–	0.12%	47
2022 Q4	$161K	Buy	+3,895	New	+$163K	0.12%	48
2022 Q3	–	Sell	-5,988	Closed	-$221K	–	67
2022 Q2	$221K	Sell	5,988 -1,000	-14%	-$40.5K	0.16%	42
2022 Q1	$282K	Sell	6,988 -335	-5%	-$13K	0.17%	41
2021 Q4	$256K	Buy	+7,323	New	+$263K	0.16%	47

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

FWL Investment Management's MLPA Position: Q2 2026 in Review

FWL Investment Management reduced its Global X MLP ETF (MLPA) stake by 0.68% in Q2 2026, selling an estimated $8.95K and leaving 24,208 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #58.

FWL Investment Management first reported a position in MLPA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

FWL Investment Management held 24,208 shares of Global X MLP ETF worth $1.28M as of Q2 2026.
FWL Investment Management sold 166 Global X MLP ETF shares in Q2 2026, an estimated $8.95K.
Global X MLP ETF made up 0.24% of FWL Investment Management's portfolio in Q2 2026, its #58 holding.
FWL Investment Management first reported a position in Global X MLP ETF in Q4 2021 and has held it in 17 quarters since.
FWL Investment Management's Global X MLP ETF position peaked at $1.31M in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

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