Krilogy Financial’s Global X MLP ETF MLPA Stock Holding History

Krilogy Financial’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	$1.86M	Sell	35,135 -675	-2%	-$35.3K	0.06%	231
2025 Q4	$1.82M	Sell	35,810 -1,360	-4%	-$65.6K	0.06%	225
2025 Q3	$1.8M	Buy	37,170 +24,295	+189%	+$1.21M	0.07%	210
2025 Q2	$646K	Buy	+12,875	New	+$641K	0.04%	206
2023 Q1	–	Sell	-4,910	Closed	-$203K	–	418
2022 Q4	$203K	Buy	+4,910	New	+$206K	0.02%	364
2020 Q2	–	Sell	-2,858	Closed	-$54K	–	231
2020 Q1	$54K	Buy	+2,858	New	+$107K	0.01%	189
2018 Q4	–	Sell	-63	Closed	-$4K	–	466
2018 Q3	$4K	Buy	+63	New	+$3.67K	﹤0.01%	647
2018 Q2	–	Sell	-63	Closed	-$3K	–	446
2018 Q1	$3K	Hold	63	–	–	﹤0.01%	659
2017 Q4	$4K	Hold	63	–	–	﹤0.01%	632
2017 Q3	$4K	Hold	63	–	–	﹤0.01%	682
2017 Q2	$4K	Hold	63	–	–	﹤0.01%	614
2017 Q1	$4K	Hold	63	–	–	﹤0.01%	596
2016 Q4	$4K	Hold	63	–	–	﹤0.01%	596
2016 Q3	$4K	Hold	63	–	–	﹤0.01%	618
2016 Q2	$4K	Hold	63	–	–	﹤0.01%	626
2016 Q1	$4K	Sell	63 -183	-74%	-$9.85K	﹤0.01%	557
2015 Q4	$15K	Buy	246 +171	+228%	+$11.1K	0.01%	225
2015 Q3	$5K	Buy	+75	New	+$5.78K	﹤0.01%	469

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 $377B AUM 19.32% 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 $4.62B AUM 25.58% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Krilogy Financial's MLPA Position: Q1 2026 in Review

Krilogy Financial reduced its Global X MLP ETF (MLPA) stake by 1.9% in Q1 2026, selling an estimated $35.3K and leaving 35,135 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #231.

Krilogy Financial first reported a position in MLPA in Q3 2015 and has held it in 18 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Krilogy Financial held 35,135 shares of Global X MLP ETF worth $1.86M as of Q1 2026.
Krilogy Financial sold 675 Global X MLP ETF shares in Q1 2026, an estimated $35.3K.
Global X MLP ETF made up 0.06% of Krilogy Financial's portfolio in Q1 2026, its #231 holding.
Krilogy Financial first reported a position in Global X MLP ETF in Q3 2015 and has held it in 18 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.