Harbour Investments’s Global X MLP ETF MLPA Stock Holding History

Harbour Investments’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	$1.75M	Buy	32,397 +10,658	+49%	+$558K	0.03%	548
2025 Q4	$1.05M	Buy	21,739 +1,036	+5%	+$49.9K	0.02%	590
2025 Q3	$1M	Buy	20,703 +1,094	+6%	+$54.4K	0.02%	564
2025 Q2	$984K	Sell	19,609 -418	-2%	-$20.8K	0.02%	535
2025 Q1	$1.07M	Buy	20,027 +445	+2%	+$23.4K	0.03%	459
2024 Q4	$968K	Sell	19,582 -117	-0.6%	-$5.74K	0.03%	474
2024 Q3	$945K	Buy	19,699 +197	+1%	+$9.46K	0.03%	469
2024 Q2	$946K	Sell	19,502 -1,905	-9%	-$90.5K	0.03%	433
2024 Q1	$1.03M	Buy	21,407 +152	+0.7%	+$7.02K	0.04%	401
2023 Q4	$942K	Buy	+21,255	New	+$948K	0.04%	375
2023 Q2	–	Sell	-19	Closed	-$798	–	3089
2023 Q1	$791	Buy	+19	New	+$804	﹤0.01%	2731
2021 Q4	–	Sell	-615	Closed	-$22.1K	–	3278
2021 Q3	$22K	Sell	615 -208	-25%	-$7.34K	﹤0.01%	2248
2021 Q2	$32K	Hold	823	–	–	﹤0.01%	2059
2021 Q1	$27K	Buy	+823	New	+$25.7K	﹤0.01%	2035

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Harbour Investments's MLPA Position: Q1 2026 in Review

Harbour Investments increased its Global X MLP ETF (MLPA) stake by 49% in Q1 2026, buying an estimated $558K and bringing the position to 32,397 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #548.

Harbour Investments first reported a position in MLPA in Q1 2021 and has held it in 14 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Harbour Investments held 32,397 shares of Global X MLP ETF worth $1.75M as of Q1 2026.
Harbour Investments bought 10,658 Global X MLP ETF shares in Q1 2026, an estimated $558K.
Global X MLP ETF made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #548 holding.
Harbour Investments first reported a position in Global X MLP ETF in Q1 2021 and has held it in 14 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.