BFC Planning, Inc.’s Global X MLP ETF MLPA Stock Holding History

BFC Planning, Inc.’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	$103K	Sell	1,948 -142	-7%	-$7.65K	﹤0.01%	1228
2026 Q1	$113K	Hold	2,090	–	–	0.01%	1067
2025 Q4	$101K	Hold	2,090	–	–	﹤0.01%	1108
2025 Q3	$101K	Hold	2,090	–	–	0.01%	925
2025 Q2	$105K	Hold	2,090	–	–	0.01%	864
2025 Q1	$111K	Hold	2,090	–	–	0.01%	823
2024 Q4	$103K	Buy	+2,090	New	+$103K	0.01%	860

Other funds holding MLPA

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $468B AUM 17.69% 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

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

BFC Planning, Inc.'s MLPA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Global X MLP ETF (MLPA) stake by 6.8% in Q2 2026, selling an estimated $7.65K and leaving 1,948 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

BFC Planning, Inc. first reported a position in MLPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $113K in Q1 2026. 252 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

BFC Planning, Inc. held 1,948 shares of Global X MLP ETF worth $103K as of Q2 2026.
BFC Planning, Inc. sold 142 Global X MLP ETF shares in Q2 2026, an estimated $7.65K.
Global X MLP ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1228 holding.
BFC Planning, Inc. first reported a position in Global X MLP ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Global X MLP ETF position peaked at $113K in Q1 2026.
252 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.