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 Q3	$266K	Hold	5,000	–	–	0.02%	195
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heartwood Wealth Advisors's MLPA Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Global X MLP ETF (MLPA) position steady in Q3 2026 at 5,000 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #195.

Heartwood Wealth Advisors first reported a position in MLPA in Q1 2022 and has held it in 18 quarters since. The position peaked at $278K in Q1 2026. 11 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Heartwood Wealth Advisors held 5,000 shares of Global X MLP ETF worth $266K as of Q3 2026.
Heartwood Wealth Advisors left its Global X MLP ETF share count unchanged in Q3 2026.
Global X MLP ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #195 holding.
Heartwood Wealth Advisors first reported a position in Global X MLP ETF in Q1 2022 and has held it in 18 quarters since.
Heartwood Wealth Advisors's Global X MLP ETF position peaked at $278K in Q1 2026.
11 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.