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Innovative Asset Advisors Group’s Global X MLP ETF MLPA Stock Holding History

Innovative Asset Advisors 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 		– Sell
-100
Closed -$5.39K – 727
2026
Q1 		$5.39K Buy
+100
New +$5.24K ﹤0.01% 761

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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Innovative Asset Advisors Group's MLPA Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 100 shares — an estimated $5.39K sold.

Innovative Asset Advisors Group first reported a position in MLPA in Q1 2026 and held it in 1 quarter. The position peaked at $5.39K in Q1 2026. 238 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 100 Global X MLP ETF shares in Q2 2026, an estimated $5.39K.
  • Innovative Asset Advisors Group first reported a position in Global X MLP ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Global X MLP ETF position peaked at $5.39K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.