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Great Valley Advisor Group’s Global X MLP ETF MLPA Stock Holding History

Great Valley Advisor Group’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 		$250K Buy
+4,709
New +$254K ﹤0.01% 905
2022
Q4 		– Sell
-6,753
Closed -$266K – 726
2022
Q3 		$266K Buy
6,753
+1,243
+23% +$50.3K 0.01% 559
2022
Q2 		$203K Buy
+5,510
New +$223K 0.01% 636

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
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

Great Valley Advisor Group's MLPA Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Global X MLP ETF (MLPA) in Q2 2026: 4,709 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in MLPA as recently as Q3 2022.

Great Valley Advisor Group first reported a position in MLPA in Q2 2022 and has held it in 3 quarters since. The position peaked at $266K in Q3 2022. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Great Valley Advisor Group held 4,709 shares of Global X MLP ETF worth $250K as of Q2 2026.
  • Global X MLP ETF was a new Great Valley Advisor Group position in Q2 2026.
  • Global X MLP ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #905 holding.
  • Great Valley Advisor Group first reported a position in Global X MLP ETF in Q2 2022 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Global X MLP ETF position peaked at $266K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.