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

HB 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	$722K	Hold	13,409	–	–	﹤0.01%	808
2025 Q4	$649K	Hold	13,409	–	–	﹤0.01%	783
2025 Q3	$649K	Hold	13,409	–	–	﹤0.01%	748
2025 Q2	$673K	Hold	13,409	–	–	0.01%	648
2025 Q1	$714K	Sell	13,409 -425	-3%	-$22.3K	0.01%	650
2024 Q4	$684K	Buy	13,834 +8	+0.1%	+$393	0.01%	526
2024 Q3	$663K	Buy	13,826 +417	+3%	+$20K	0.01%	494
2024 Q2	$650K	Hold	13,409	–	–	0.01%	467
2024 Q1	$647K	Hold	13,409	–	–	0.01%	433
2023 Q4	$594K	Hold	13,409	–	–	0.01%	414
2023 Q3	$598K	Hold	13,409	–	–	0.01%	396
2023 Q2	$576K	Sell	13,409 -26	-0.2%	-$1.09K	0.01%	385
2023 Q1	$559K	Buy	13,435 +26	+0.2%	+$1.1K	0.01%	390
2022 Q4	$554K	Buy	13,409 +3,063	+30%	+$128K	0.01%	370
2022 Q3	$408K	Buy	+10,346	New	+$419K	0.01%	378

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

HB Wealth Management's MLPA Position: Q1 2026 in Review

HB Wealth Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 13,409 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

HB Wealth Management first reported a position in MLPA in Q3 2022 and has held it in 15 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

HB Wealth Management held 13,409 shares of Global X MLP ETF worth $722K as of Q1 2026.
HB Wealth Management left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #808 holding.
HB Wealth Management first reported a position in Global X MLP ETF in Q3 2022 and has held it in 15 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.