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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

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

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM

Jim Simons's MLPA Position: Q1 2026 in Review

Jim Simons opened a new position in Global X MLP ETF (MLPA) in Q1 2026: 7,200 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #2708 among its holdings. This is a return to the name: Jim Simons previously reported a position in MLPA as recently as Q2 2025.

Jim Simons first reported a position in MLPA in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.77M in Q2 2023. 243 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Jim Simons held 7,200 shares of Global X MLP ETF worth $388K as of Q1 2026.
Global X MLP ETF was a new Jim Simons position in Q1 2026.
Global X MLP ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2708 holding.
Jim Simons first reported a position in Global X MLP ETF in Q1 2018 and has held it in 14 quarters since.
Jim Simons's Global X MLP ETF position peaked at $2.77M in Q2 2023.
243 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.