Jones Financial Companies’s Global X MLP ETF MLPA Stock Holding History

Jones Financial Companies’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	$1.39M	Buy	26,276 +1,642	+7%	+$88.5K	﹤0.01%	1728
2026 Q1	$1.35M	Buy	24,634 +805	+3%	+$42.1K	﹤0.01%	1600
2025 Q4	$1.15M	Buy	23,829 +2,205	+10%	+$106K	﹤0.01%	1171
2025 Q3	$1.07M	Buy	21,624 +938	+5%	+$46.7K	﹤0.01%	1107
2025 Q2	$1.04M	Buy	20,686 +1,871	+10%	+$93.2K	﹤0.01%	997
2025 Q1	$1.01M	Buy	18,815 +3,635	+24%	+$191K	﹤0.01%	857
2024 Q4	$750K	Buy	15,180 +6,697	+79%	+$329K	﹤0.01%	843
2024 Q3	$404K	Buy	8,483 +3,865	+84%	+$186K	﹤0.01%	897
2024 Q2	$224K	Buy	+4,618	New	+$219K	﹤0.01%	797

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

Jones Financial Companies's MLPA Position: Q2 2026 in Review

Jones Financial Companies increased its Global X MLP ETF (MLPA) stake by 6.7% in Q2 2026, buying an estimated $88.5K and bringing the position to 26,276 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Jones Financial Companies first reported a position in MLPA in Q2 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Jones Financial Companies held 26,276 shares of Global X MLP ETF worth $1.39M as of Q2 2026.
Jones Financial Companies bought 1,642 Global X MLP ETF shares in Q2 2026, an estimated $88.5K.
Global X MLP ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1728 holding.
Jones Financial Companies first reported a position in Global X MLP ETF in Q2 2024 and has held it in 9 quarters since.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.