Kraft Davis & Associates’s Global X MLP ETF MLPA Stock Holding History

Kraft Davis & Associates’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 Q3	$310K	Buy	5,779 +111	+2%	+$6.2K	0.07%	116
2026 Q2	$308K	Hold	5,668	–	–	0.06%	119
2026 Q1	$313K	Hold	5,668	–	–	0.07%	115
2025 Q4	$285K	Hold	5,668	–	–	0.06%	125
2025 Q3	$271K	Hold	5,668	–	–	0.07%	119
2025 Q2	$285K	Hold	5,668	–	–	0.08%	116
2025 Q1	$282K	Hold	5,668	–	–	0.09%	105
2024 Q4	$297K	Hold	5,668	–	–	0.08%	107
2024 Q3	$269K	Hold	5,668	–	–	0.08%	113
2024 Q2	$277K	Hold	5,668	–	–	0.08%	114
2024 Q1	$266K	Hold	5,668	–	–	0.08%	115
2023 Q4	$261K	Hold	5,668	–	–	0.08%	109
2023 Q3	$246K	Buy	+5,668	New	+$248K	0.09%	95

Other funds holding MLPA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Kraft Davis & Associates's MLPA Position: Q3 2026 in Review

Kraft Davis & Associates increased its Global X MLP ETF (MLPA) stake by 2% in Q3 2026, buying an estimated $6.2K and bringing the position to 5,779 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #116.

Kraft Davis & Associates first reported a position in MLPA in Q3 2023 and has held it in 13 quarters since. The position peaked at $313K in Q1 2026. 183 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Kraft Davis & Associates held 5,779 shares of Global X MLP ETF worth $310K as of Q3 2026.
Kraft Davis & Associates bought 111 Global X MLP ETF shares in Q3 2026, an estimated $6.2K.
Global X MLP ETF made up 0.07% of Kraft Davis & Associates's portfolio in Q3 2026, its #116 holding.
Kraft Davis & Associates first reported a position in Global X MLP ETF in Q3 2023 and has held it in 13 quarters since.
Kraft Davis & Associates's Global X MLP ETF position peaked at $313K in Q1 2026.
183 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.