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 Q2	$2.16M	Buy	40,637 +5,502	+16%	+$296K	0.06%	226
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 $1.89T 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

Krilogy Financial's MLPA Position: Q2 2026 in Review

Krilogy Financial increased its Global X MLP ETF (MLPA) stake by 16% in Q2 2026, buying an estimated $296K and bringing the position to 40,637 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #226.

Krilogy Financial first reported a position in MLPA in Q3 2015 and has held it in 19 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Krilogy Financial held 40,637 shares of Global X MLP ETF worth $2.16M as of Q2 2026.
Krilogy Financial bought 5,502 Global X MLP ETF shares in Q2 2026, an estimated $296K.
Global X MLP ETF made up 0.06% of Krilogy Financial's portfolio in Q2 2026, its #226 holding.
Krilogy Financial first reported a position in Global X MLP ETF in Q3 2015 and has held it in 19 quarters since.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.