Keystone Financial Group (Kentucky)’s Global X MLP ETF MLPA Stock Holding History

Keystone Financial Group (Kentucky)’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	$290K	Buy	5,456 +38	+0.7%	+$2.05K	0.02%	446
2026 Q1	$292K	Buy	5,418 +120	+2%	+$6.28K	0.02%	402
2025 Q4	$256K	Buy	5,298 +61	+1%	+$2.94K	0.02%	383
2025 Q3	$254K	Buy	5,237 +300	+6%	+$14.9K	0.02%	358
2025 Q2	$248K	Buy	4,937 +659	+15%	+$32.8K	0.02%	356
2025 Q1	$228K	Sell	4,278 -677	-14%	-$35.6K	0.02%	350
2024 Q4	$245K	Sell	4,955 -93	-2%	-$4.56K	0.02%	330
2024 Q3	$242K	Buy	+5,048	New	+$242K	0.03%	316
2024 Q2	–	Sell	-5,599	Closed	-$270K	–	250
2024 Q1	$270K	Buy	5,599 +378	+7%	+$17.4K	0.04%	269
2023 Q4	$231K	Buy	5,221 +7	+0.1%	+$312	0.04%	258
2023 Q3	$233K	Buy	5,214 +10	+0.2%	+$438	0.04%	255
2023 Q2	$223K	Buy	+5,204	New	+$219K	0.04%	264
2022 Q4	$210K	Sell	5,096 -102	-2%	-$4.27K	0.04%	258
2022 Q3	$205K	Sell	5,198 -401	-7%	-$16.2K	0.04%	260
2022 Q2	$206K	Buy	5,599 +6	+0.1%	+$243	0.04%	269
2022 Q1	$225K	Sell	5,593 -401	-7%	-$15.6K	0.04%	263
2021 Q4	$210K	Buy	5,994 +211	+4%	+$7.57K	0.03%	284
2021 Q3	$204K	Buy	+5,783	New	+$204K	0.04%	275
2020 Q2	–	Sell	-4,099	Closed	-$77K	–	233
2020 Q1	$77K	Buy	4,099 +660	+19%	+$24.6K	0.03%	200
2019 Q4	$163K	Buy	3,439 +669	+24%	+$31.2K	0.04%	243
2019 Q3	$139K	Buy	+2,770	New	+$143K	0.04%	224

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

Keystone Financial Group (Kentucky)'s MLPA Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X MLP ETF (MLPA) stake by 0.7% in Q2 2026, buying an estimated $2.05K and bringing the position to 5,456 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #446.

Keystone Financial Group (Kentucky) first reported a position in MLPA in Q3 2019 and has held it in 21 quarters since. The position peaked at $292K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Keystone Financial Group (Kentucky) held 5,456 shares of Global X MLP ETF worth $290K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 38 Global X MLP ETF shares in Q2 2026, an estimated $2.05K.
Global X MLP ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #446 holding.
Keystone Financial Group (Kentucky) first reported a position in Global X MLP ETF in Q3 2019 and has held it in 21 quarters since.
Keystone Financial Group (Kentucky)'s Global X MLP ETF position peaked at $292K in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.