Herbst Group’s Global X MLP ETF MLPA Stock Holding History

Herbst Group’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	–	Sell	-45,600	Closed	-$2.21M	–	68
2025 Q4	$2.21M	Buy	+45,600	New	+$2.2M	1.3%	34

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

Herbst Group's MLPA Position: Q1 2026 in Review

Herbst Group sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 45,600 shares — an estimated $2.21M sold.

Herbst Group first reported a position in MLPA in Q4 2025 and held it in 1 quarter. The position peaked at $2.21M in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Herbst Group reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
Herbst Group sold 45,600 Global X MLP ETF shares in Q1 2026, an estimated $2.21M.
Herbst Group first reported a position in Global X MLP ETF in Q4 2025 and held it in 1 quarter.
Herbst Group's Global X MLP ETF position peaked at $2.21M in Q4 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Herbst Group's 13F filing for Q1 2026, filed 9 Apr 2026.