Jim Simons’s Global X MLP ETF MLPA Stock Holding History

Jim Simons’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	-7,200	Closed	-$388K	–	3469
2026 Q1	$388K	Buy	+7,200	New	+$377K	﹤0.01%	2708
2025 Q3	–	Sell	-43,900	Closed	-$2.2M	–	3753
2025 Q2	$2.2M	Buy	43,900 +22,900	+109%	+$1.14M	﹤0.01%	2050
2025 Q1	$1.12M	Buy	+21,000	New	+$1.1M	﹤0.01%	2351
2024 Q3	–	Sell	-6,600	Closed	-$320K	–	3757
2024 Q2	$320K	Sell	6,600 -40,500	-86%	-$1.92M	﹤0.01%	2885
2024 Q1	$2.27M	Sell	47,100 -5,200	-10%	-$240K	﹤0.01%	1949
2023 Q4	$2.32M	Buy	52,300 +991	+2%	+$44.2K	﹤0.01%	1860
2023 Q3	$2.29M	Sell	51,309 -13,167	-20%	-$577K	﹤0.01%	1776
2023 Q2	$2.77M	Buy	64,476 +14,419	+29%	+$606K	﹤0.01%	1795
2023 Q1	$2.08M	Buy	50,057 +14,455	+41%	+$611K	﹤0.01%	2007
2022 Q4	$1.47M	Buy	35,602 +11,140	+46%	+$467K	﹤0.01%	2275
2022 Q3	$965K	Buy	24,462 +5,562	+29%	+$225K	﹤0.01%	2522
2022 Q2	$697K	Buy	+18,900	New	+$766K	﹤0.01%	2947
2020 Q2	–	Sell	-15,097	Closed	-$285K	–	3651
2020 Q1	$285K	Buy	+15,097	New	+$563K	﹤0.01%	2999
2018 Q2	–	Sell	-2,867	Closed	-$146K	–	3427
2018 Q1	$146K	Buy	+2,867	New	+$167K	﹤0.01%	3223

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

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Jim Simons's MLPA Position: Q2 2026 in Review

Jim Simons sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 7,200 shares — an estimated $388K sold.

Jim Simons first reported a position in MLPA in Q1 2018 and held it in 14 quarters. The position peaked at $2.77M in Q2 2023. 250 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Jim Simons reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 7,200 Global X MLP ETF shares in Q2 2026, an estimated $388K.
Jim Simons first reported a position in Global X MLP ETF in Q1 2018 and held it in 14 quarters.
Jim Simons's Global X MLP ETF position peaked at $2.77M in Q2 2023.
250 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.