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J.W. Cole Advisors’s Global X MLP ETF MLPA Stock Holding History

J.W. Cole 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
Q1 		$1.41M Buy
26,114
+903
+4% +$47.3K 0.05% 306
2025
Q4 		$960K Buy
25,211
+1,974
+8% +$95.2K 0.02% 645
2025
Q3 		$1.13M Buy
23,237
+1,252
+6% +$62.3K 0.02% 675
2025
Q2 		$1.1M Buy
21,985
+2,169
+11% +$108K 0.02% 630
2025
Q1 		$1.05M Buy
19,816
+4,465
+29% +$235K 0.03% 521
2024
Q4 		$758K Buy
15,351
+1,810
+13% +$88.8K 0.03% 499
2024
Q3 		$650K Buy
13,541
+706
+6% +$33.9K 0.03% 514
2024
Q2 		$622K Buy
12,835
+523
+4% +$24.9K 0.03% 468
2024
Q1 		$594K Sell
12,312
-226
-2% -$10.4K 0.03% 483
2023
Q4 		$555K Sell
12,538
-1,084
-8% -$48.4K 0.03% 456
2023
Q3 		$607K Buy
13,622
+2,048
+18% +$89.7K 0.04% 365
2023
Q2 		$497K Sell
11,574
-58
-0.5% -$2.44K 0.04% 432
2023
Q1 		$484K Buy
11,632
+19
+0.2% +$804 0.03% 457
2022
Q4 		$480K Buy
11,613
+96
+0.8% +$4.02K 0.04% 428
2022
Q3 		$454K Buy
11,517
+18
+0.2% +$728 0.04% 421
2022
Q2 		$424K Buy
11,499
+1,359
+13% +$55.1K 0.03% 453
2022
Q1 		$409K Buy
10,140
+1,957
+24% +$76.2K 0.03% 516
2021
Q4 		$286K Buy
+8,183
New +$294K 0.02% 667

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

J.W. Cole Advisors's MLPA Position: Q1 2026 in Review

J.W. Cole Advisors increased its Global X MLP ETF (MLPA) stake by 3.6% in Q1 2026, buying an estimated $47.3K and bringing the position to 26,114 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #306.

J.W. Cole Advisors first reported a position in MLPA in Q4 2021 and has held it in 18 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • J.W. Cole Advisors held 26,114 shares of Global X MLP ETF worth $1.41M as of Q1 2026.
  • J.W. Cole Advisors bought 903 Global X MLP ETF shares in Q1 2026, an estimated $47.3K.
  • Global X MLP ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q1 2026, its #306 holding.
  • J.W. Cole Advisors first reported a position in Global X MLP ETF in Q4 2021 and has held it in 18 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.