IFP Advisors’s Global X MLP ETF MLPA Stock Holding History

IFP 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	$405K	Sell	7,637 -215	-3%	-$11.6K	0.01%	1137
2026 Q1	$423K	Sell	7,852 -79	-1%	-$4.14K	0.01%	1037
2025 Q4	$384K	Sell	7,931 -20	-0.3%	-$964	0.01%	1048
2025 Q3	$385K	Buy	7,951 +1,453	+22%	+$72.3K	0.01%	961
2025 Q2	$326K	Buy	6,498 +1,019	+19%	+$50.8K	0.01%	1027
2025 Q1	$292K	Sell	5,479 -518	-9%	-$27.2K	0.01%	991
2024 Q4	$296K	Sell	5,997 -401	-6%	-$19.7K	0.01%	948
2024 Q3	$307K	Buy	6,398 +1,126	+21%	+$54.1K	0.01%	886
2024 Q2	$256K	Hold	5,272	–	–	0.01%	920
2024 Q1	$254K	Hold	5,272	–	–	0.01%	877
2023 Q4	$234K	Hold	5,272	–	–	0.01%	875
2023 Q3	$235K	Buy	5,272 +4,871	+1,215%	+$213K	0.01%	894
2023 Q2	$17.2K	Hold	401	–	–	﹤0.01%	2084
2023 Q1	$10.6K	Sell	401 -71,978	-99%	-$3.04M	﹤0.01%	2257
2022 Q4	$1.92M	Sell	72,379 -16,880	-19%	-$707K	0.05%	378
2022 Q3	$2.37M	Hold	89,259	–	–	0.06%	339
2022 Q2	$2.37M	Hold	89,259	–	–	0.08%	308
2022 Q1	$2.37M	Buy	+89,259	New	+$3.48M	0.08%	308
2021 Q3	–	Sell	-2,461	Closed	-$96K	–	3423
2021 Q2	$96K	Sell	2,461 -876	-26%	-$32.2K	﹤0.01%	1264
2021 Q1	$111K	Buy	3,337 +3,208	+2,487%	+$100K	﹤0.01%	1132
2020 Q4	$4K	Hold	129	–	–	﹤0.01%	2413
2020 Q3	$3K	Hold	129	–	–	﹤0.01%	2375
2020 Q2	$3K	Sell	129 -1	-0.8%	-$27	﹤0.01%	2277
2020 Q1	$2K	Buy	+130	New	+$4.85K	﹤0.01%	2378
2019 Q4	–	Sell	-1,700	Closed	-$79.3K	–	3012
2019 Q3	$86K	Buy	+1,700	New	+$87.6K	0.01%	1135
2019 Q1	–	Sell	-715	Closed	-$33K	–	3000
2018 Q4	$33K	Sell	715 -139	-16%	-$7.32K	﹤0.01%	1850
2018 Q3	$49K	Buy	854 +35	+4%	+$2.04K	﹤0.01%	1909
2018 Q2	$45K	Sell	819 -3,728	-82%	-$204K	﹤0.01%	1985
2018 Q1	$269K	Hold	4,547	–	–	0.01%	866
2017 Q4	$269K	Sell	4,547 -16	-0.4%	-$935	0.01%	868
2017 Q3	$282K	Buy	4,563 +797	+21%	+$50K	0.01%	947
2017 Q2	$247K	Buy	3,766 +3,183	+546%	+$213K	0.01%	1005
2017 Q1	$41K	Buy	583 +233	+67%	+$16.4K	﹤0.01%	2043
2016 Q4	$24K	Sell	350 -703	-67%	-$47.5K	﹤0.01%	2328
2016 Q3	$73K	Buy	1,053 +10	+1%	+$691	﹤0.01%	1571
2016 Q2	$73K	Buy	+1,043	New	+$68.1K	﹤0.01%	1534
2016 Q1	–	Sell	-1,450	Closed	-$90K	–	2990
2015 Q4	$90K	Buy	+1,450	New	+$94K	0.01%	1239

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

IFP Advisors's MLPA Position: Q2 2026 in Review

IFP Advisors reduced its Global X MLP ETF (MLPA) stake by 2.7% in Q2 2026, selling an estimated $11.6K and leaving 7,637 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #1137.

IFP Advisors first reported a position in MLPA in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.37M in Q3 2022. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

IFP Advisors held 7,637 shares of Global X MLP ETF worth $405K as of Q2 2026.
IFP Advisors sold 215 Global X MLP ETF shares in Q2 2026, an estimated $11.6K.
Global X MLP ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1137 holding.
IFP Advisors first reported a position in Global X MLP ETF in Q4 2015 and has held it in 37 quarters since.
IFP Advisors's Global X MLP ETF position peaked at $2.37M in Q3 2022.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.