Heartwood Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Heartwood Wealth Advisors’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	$265K	Sell	5,000 -167	-3%	-$9K	0.02%	205
2026 Q1	$278K	Hold	5,167	–	–	0.02%	185
2025 Q4	$250K	Hold	5,167	–	–	0.02%	180
2025 Q3	$250K	Hold	5,167	–	–	0.02%	179
2025 Q2	$259K	Hold	5,167	–	–	0.03%	163
2025 Q1	$275K	Hold	5,167	–	–	0.03%	147
2024 Q4	$255K	Hold	5,167	–	–	0.03%	146
2024 Q3	$248K	Hold	5,167	–	–	0.03%	151
2024 Q2	$251K	Hold	5,167	–	–	0.03%	149
2024 Q1	$249K	Hold	5,167	–	–	0.03%	135
2023 Q4	$229K	Hold	5,167	–	–	0.03%	127
2023 Q3	$230K	Hold	5,167	–	–	0.03%	120
2023 Q2	$222K	Hold	5,167	–	–	0.03%	124
2023 Q1	$215K	Hold	5,167	–	–	0.03%	122
2022 Q4	$213K	Hold	5,167	–	–	0.03%	118
2022 Q3	$204K	Buy	+5,167	New	+$209K	0.04%	111
2022 Q2	–	Sell	-5,167	Closed	-$208K	–	123
2022 Q1	$208K	Buy	+5,167	New	+$201K	0.03%	118

Other funds holding MLPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Heartwood Wealth Advisors's MLPA Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Global X MLP ETF (MLPA) stake by 3.2% in Q2 2026, selling an estimated $9K and leaving 5,000 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #205.

Heartwood Wealth Advisors first reported a position in MLPA in Q1 2022 and has held it in 17 quarters since. The position peaked at $278K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Heartwood Wealth Advisors held 5,000 shares of Global X MLP ETF worth $265K as of Q2 2026.
Heartwood Wealth Advisors sold 167 Global X MLP ETF shares in Q2 2026, an estimated $9K.
Global X MLP ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #205 holding.
Heartwood Wealth Advisors first reported a position in Global X MLP ETF in Q1 2022 and has held it in 17 quarters since.
Heartwood Wealth Advisors's Global X MLP ETF position peaked at $278K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.