IFG
MLPA icon

Independent Financial Group’s Global X MLP ETF MLPA Stock Holding History

Independent Financial 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
Q2 		$1.23M Buy
23,134
+1,043
+5% +$56.2K 0.02% 609
2026
Q1 		$1.19M Hold
22,091
– – 0.03% 565
2025
Q4 		$1.07M Sell
22,091
-724
-3% -$34.9K 0.02% 593
2025
Q3 		$1.1M Sell
22,815
-300
-1% -$14.9K 0.03% 572
2025
Q2 		$1.16M Sell
23,115
-349
-1% -$17.4K 0.03% 503
2025
Q1 		$1.25M Hold
23,464
– – 0.04% 424
2024
Q4 		$1.16M Sell
23,464
-187
-0.8% -$9.18K 0.04% 437
2024
Q3 		$1.13M Buy
23,651
+187
+0.8% +$8.98K 0.04% 408
2024
Q2 		$1.14M Sell
23,464
-251
-1% -$11.9K 0.05% 372
2024
Q1 		$1.14M Buy
23,715
+1,400
+6% +$64.6K 0.05% 339
2023
Q4 		$989K Buy
22,315
+668
+3% +$29.8K 0.05% 364
2023
Q3 		$965K Hold
21,647
– – 0.06% 325
2023
Q2 		$929K Buy
21,647
+165
+0.8% +$6.93K 0.06% 326
2023
Q1 		$894K Buy
21,482
+500
+2% +$21.1K 0.07% 300
2022
Q4 		$866K Buy
20,982
+6,480
+45% +$272K 0.07% 273
2022
Q3 		$572K Buy
14,502
+3,435
+31% +$139K 0.05% 360
2022
Q2 		$408K Buy
11,067
+251
+2% +$10.2K 0.04% 428
2022
Q1 		$436K Buy
10,816
+1,416
+15% +$55.1K 0.04% 471
2021
Q4 		$329K Buy
9,400
+770
+9% +$27.6K 0.03% 556
2021
Q3 		$304K Buy
+8,630
New +$305K 0.03% 522

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 Financial Group's MLPA Position: Q2 2026 in Review

Independent Financial Group increased its Global X MLP ETF (MLPA) stake by 4.7% in Q2 2026, buying an estimated $56.2K and bringing the position to 23,134 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #609.

Independent Financial Group first reported a position in MLPA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2025. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Independent Financial Group held 23,134 shares of Global X MLP ETF worth $1.23M as of Q2 2026.
  • Independent Financial Group bought 1,043 Global X MLP ETF shares in Q2 2026, an estimated $56.2K.
  • Global X MLP ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #609 holding.
  • Independent Financial Group first reported a position in Global X MLP ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Global X MLP ETF position peaked at $1.25M in Q1 2025.
  • 248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.