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

Global Wealth Management Investment Advisory’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	$2.54M	Sell	47,911 -660	-1%	-$35.6K	0.36%	76
2026 Q1	$2.62M	Buy	48,571 +445	+0.9%	+$23.3K	0.41%	75
2025 Q4	$2.33M	Buy	48,126 +3,983	+9%	+$192K	0.37%	74
2025 Q3	$2.14M	Buy	44,143 +3,407	+8%	+$169K	0.36%	77
2025 Q2	$2.04M	Buy	40,736 +3,016	+8%	+$150K	0.38%	77
2025 Q1	$2.01M	Buy	37,720 +1,467	+4%	+$77.1K	0.4%	72
2024 Q4	$1.79M	Buy	36,253 +4,036	+13%	+$198K	0.37%	80
2024 Q3	$1.55M	Buy	32,217 +3,452	+12%	+$166K	0.33%	81
2024 Q2	$1.4M	Buy	28,765 +1,637	+6%	+$77.8K	0.32%	79
2024 Q1	$1.31M	Buy	27,128 +654	+2%	+$30.2K	0.32%	81
2023 Q4	$1.17M	Buy	26,474 +410	+2%	+$18.3K	0.3%	87
2023 Q3	$1.16M	Buy	26,064 +1,889	+8%	+$82.7K	0.33%	83
2023 Q2	$1.04M	Buy	24,175 +1,447	+6%	+$60.8K	0.29%	87
2023 Q1	$945K	Buy	22,728 +1,378	+6%	+$58.3K	0.28%	85
2022 Q4	$882K	Buy	21,350 +3,383	+19%	+$142K	0.29%	82
2022 Q3	$709K	Buy	17,967 +1,602	+10%	+$64.8K	0.25%	91
2022 Q2	$603K	Buy	16,365 +1,675	+11%	+$67.9K	0.2%	96
2022 Q1	$592K	Buy	14,690 +1,838	+14%	+$71.6K	0.18%	101
2021 Q4	$450K	Buy	12,852 +2,392	+23%	+$85.8K	0.14%	104
2021 Q3	$369K	Buy	10,460 +2,676	+34%	+$94.5K	0.12%	106
2021 Q2	$301K	Sell	7,784 -1,469	-16%	-$54.1K	0.1%	109
2021 Q1	$306K	Buy	9,253 +904	+11%	+$28.2K	0.11%	107
2020 Q4	$229K	Buy	8,349 +809	+11%	+$20.9K	0.09%	107
2020 Q3	$166K	Buy	7,540 +814	+12%	+$20.7K	0.07%	110
2020 Q2	$183K	Buy	6,726 +2,755	+69%	+$74.4K	0.08%	115
2020 Q1	$75K	Buy	3,971 +2,526	+175%	+$94.3K	0.04%	150
2019 Q4	$68K	Buy	1,445 +1,357	+1,542%	+$63.3K	0.03%	159
2019 Q3	$4K	Sell	88 -191	-68%	-$9.84K	﹤0.01%	425
2019 Q2	$15K	Sell	279 -3,741	-93%	-$197K	0.01%	313
2019 Q1	$214K	Buy	4,020 +1,511	+60%	+$78.5K	0.11%	113
2018 Q4	$115K	Buy	+2,509	New	+$132K	0.07%	162

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

Global Wealth Management Investment Advisory's MLPA Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Global X MLP ETF (MLPA) stake by 1.4% in Q2 2026, selling an estimated $35.6K and leaving 47,911 shares worth $2.54M. The position accounts for 0.36% of the portfolio, ranked #76.

Global Wealth Management Investment Advisory first reported a position in MLPA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.62M in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Global Wealth Management Investment Advisory held 47,911 shares of Global X MLP ETF worth $2.54M as of Q2 2026.
Global Wealth Management Investment Advisory sold 660 Global X MLP ETF shares in Q2 2026, an estimated $35.6K.
Global X MLP ETF made up 0.36% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #76 holding.
Global Wealth Management Investment Advisory first reported a position in Global X MLP ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's Global X MLP ETF position peaked at $2.62M in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.