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Independent Advisor Alliance’s Global X MLP ETF MLPA Stock Holding History

Independent Advisor Alliance’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 		$314K Sell
5,911
-12,928
-69% -$697K 0.01% 825
2026
Q1 		$1.01M Buy
+18,839
New +$986K 0.01% 830
2025
Q1 		– Sell
-10,149
Closed -$501K – 1158
2024
Q4 		$501K Buy
+10,149
New +$498K 0.01% 961

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
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

Independent Advisor Alliance's MLPA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Global X MLP ETF (MLPA) stake by 69% in Q2 2026, selling an estimated $697K and leaving 5,911 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #825.

Independent Advisor Alliance first reported a position in MLPA in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Independent Advisor Alliance held 5,911 shares of Global X MLP ETF worth $314K as of Q2 2026.
  • Independent Advisor Alliance sold 12,928 Global X MLP ETF shares in Q2 2026, an estimated $697K.
  • Global X MLP ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #825 holding.
  • Independent Advisor Alliance first reported a position in Global X MLP ETF in Q4 2024 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Global X MLP ETF position peaked at $1.01M in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.