Institute for Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Institute for Wealth Management’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	$360K	Buy	6,787 +1	+0%	+$54	0.03%	395
2026 Q1	$366K	Hold	6,786	–	–	0.04%	379
2025 Q4	$329K	Hold	6,786	–	–	0.03%	412
2025 Q3	$329K	Hold	6,786	–	–	0.03%	430
2025 Q2	$341K	Buy	+6,786	New	+$338K	0.04%	402

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

Institute for Wealth Management's MLPA Position: Q2 2026 in Review

Institute for Wealth Management increased its Global X MLP ETF (MLPA) stake by 0.01% in Q2 2026, buying an estimated $54 and bringing the position to 6,787 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #395.

Institute for Wealth Management first reported a position in MLPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Institute for Wealth Management held 6,787 shares of Global X MLP ETF worth $360K as of Q2 2026.
Institute for Wealth Management bought 1 Global X MLP ETF share in Q2 2026, an estimated $54.
Global X MLP ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #395 holding.
Institute for Wealth Management first reported a position in Global X MLP ETF in Q2 2025 and has held it in 5 quarters since.
Institute for Wealth Management's Global X MLP ETF position peaked at $366K in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.