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Golden State Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Golden State Wealth 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
Q1 		$336 Hold
6
– – ﹤0.01% 1533
2025
Q4 		$296 Hold
6
– – ﹤0.01% 1613
2025
Q3 		$291 Buy
+6
New +$298 ﹤0.01% 1600

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Golden State Wealth Management's MLPA Position: Q1 2026 in Review

Golden State Wealth Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 6 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Golden State Wealth Management first reported a position in MLPA in Q3 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Golden State Wealth Management held 6 shares of Global X MLP ETF worth $336 as of Q1 2026.
  • Golden State Wealth Management left its Global X MLP ETF share count unchanged in Q1 2026.
  • Global X MLP ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1533 holding.
  • Golden State Wealth Management first reported a position in Global X MLP ETF in Q3 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.