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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
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
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

Keystone Financial Group (Kentucky)'s MLPA Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X MLP ETF (MLPA) stake by 2.3% in Q1 2026, buying an estimated $6.28K and bringing the position to 5,418 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #402.

Keystone Financial Group (Kentucky) first reported a position in MLPA in Q3 2019 and has held it in 20 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 5,418 shares of Global X MLP ETF worth $292K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 120 Global X MLP ETF shares in Q1 2026, an estimated $6.28K.
  • Global X MLP ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #402 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Global X MLP ETF in Q3 2019 and has held it in 20 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.