Horizon Financial Services
MLPA icon

Horizon Financial Services’s Global X MLP ETF MLPA Stock Holding History

Horizon Financial Services’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 		– Sell
-22
Closed -$1.23K – 630
2026
Q2 		$1.17K Hold
22
– – ﹤0.01% 531
2026
Q1 		$1.18K Hold
22
– – ﹤0.01% 356
2025
Q4 		$1.06K Hold
22
– – ﹤0.01% 342
2025
Q3 		$1.06K Sell
22
-94
-81% -$4.68K ﹤0.01% 326
2025
Q2 		$5.82K Hold
116
– – ﹤0.01% 157
2025
Q1 		$6.18K Sell
116
-40,775
-100% -$2.14M ﹤0.01% 137
2024
Q4 		$2.02M Sell
40,891
-1,336
-3% -$65.6K 1.14% 27
2024
Q3 		$2.03M Buy
42,227
+1,269
+3% +$60.9K 1.2% 24
2024
Q2 		$1.99M Buy
40,958
+675
+2% +$32.1K 1.26% 24
2024
Q1 		$1.94M Sell
40,283
-7,511
-16% -$347K 1.25% 25
2023
Q4 		$2.12M Buy
+47,794
New +$2.13M 1.49% 21
2022
Q2 		– Sell
-45,083
Closed -$1.82M – 61
2022
Q1 		$1.82M Buy
+45,083
New +$1.76M 1.16% 23
2021
Q4 		– Sell
-30,904
Closed -$1.09M – 142
2021
Q3 		$1.09M Buy
30,904
+12,266
+66% +$433K 0.72% 30
2021
Q2 		$720K Buy
+18,638
New +$686K 0.52% 43

Other funds holding MLPA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Madrid Financial Services
Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Horizon Financial Services's MLPA Position: Q3 2026 in Review

Horizon Financial Services sold out of Global X MLP ETF (MLPA) in Q3 2026, closing a stake of 22 shares — an estimated $1.23K sold.

Horizon Financial Services first reported a position in MLPA in Q2 2021 and held it in 14 quarters. The position peaked at $2.12M in Q4 2023. 186 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

  • Horizon Financial Services reported no remaining Global X MLP ETF position as of Q3 2026 after selling out during the quarter.
  • Horizon Financial Services sold 22 Global X MLP ETF shares in Q3 2026, an estimated $1.23K.
  • Horizon Financial Services first reported a position in Global X MLP ETF in Q2 2021 and held it in 14 quarters.
  • Horizon Financial Services's Global X MLP ETF position peaked at $2.12M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.