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

Guild 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
Q1 		$2.21M Sell
40,970
-9,190
-18% -$481K 1.58% 19
2025
Q4 		$2.43M Sell
50,160
-1,500
-3% -$72.3K 1.8% 20
2025
Q3 		$2.5M Buy
51,660
+1,250
+2% +$62.2K 1.99% 18
2025
Q2 		$2.53M Sell
50,410
-1,200
-2% -$59.8K 2.2% 20
2025
Q1 		$2.75M Sell
51,610
-520
-1% -$27.3K 2.89% 10
2024
Q4 		$2.58M Buy
52,130
+4,780
+10% +$235K 2.8% 14
2024
Q3 		$2.27M Buy
47,350
+1,750
+4% +$84K 2.5% 19
2024
Q2 		$2.21M Buy
45,600
+11,370
+33% +$540K 2.53% 17
2024
Q1 		$1.65M Buy
34,230
+969
+3% +$44.7K 2.11% 21
2023
Q4 		$1.47M Sell
33,261
-6,365
-16% -$284K 2.34% 18
2023
Q3 		$1.77M Sell
39,626
-555
-1% -$24.3K 2.96% 12
2023
Q2 		$1.72M Buy
40,181
+8,881
+28% +$373K 2.43% 13
2023
Q1 		$1.3M Sell
31,300
-950
-3% -$40.2K 2% 18
2022
Q4 		$1.33M Buy
+32,250
New +$1.35M 2.28% 18

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

Guild Investment Management's MLPA Position: Q1 2026 in Review

Guild Investment Management reduced its Global X MLP ETF (MLPA) stake by 18% in Q1 2026, selling an estimated $481K and leaving 40,970 shares worth $2.21M. The position accounts for 1.58% of the portfolio, ranked #19.

Guild Investment Management first reported a position in MLPA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.75M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Guild Investment Management held 40,970 shares of Global X MLP ETF worth $2.21M as of Q1 2026.
  • Guild Investment Management sold 9,190 Global X MLP ETF shares in Q1 2026, an estimated $481K.
  • Global X MLP ETF made up 1.58% of Guild Investment Management's portfolio in Q1 2026, its #19 holding.
  • Guild Investment Management first reported a position in Global X MLP ETF in Q4 2022 and has held it in 14 quarters since.
  • Guild Investment Management's Global X MLP ETF position peaked at $2.75M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.