LMKC
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L.M. Kohn & Company’s Global X MLP ETF MLPA Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$264K Hold
5,445
– – 0.32% 93
2025
Q2 		$273K Hold
5,445
– – 0.07% 221
2025
Q1 		$290K Buy
5,445
+600
+12% +$31.6K 0.08% 204
2024
Q4 		$239K Buy
4,845
+300
+7% +$14.7K 0.06% 224
2024
Q3 		$218K Hold
4,545
– – 0.06% 254
2024
Q2 		$220K Buy
+4,545
New +$216K 0.06% 239

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

L.M. Kohn & Company's MLPA Position: Q3 2025 in Review

L.M. Kohn & Company held its Global X MLP ETF (MLPA) position steady in Q3 2025 at 5,445 shares worth $264K. The position accounts for 0.32% of the portfolio, ranked #93.

L.M. Kohn & Company first reported a position in MLPA in Q2 2024 and has held it in 6 quarters since. The position peaked at $290K in Q1 2025. 228 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • L.M. Kohn & Company held 5,445 shares of Global X MLP ETF worth $264K as of Q3 2025.
  • L.M. Kohn & Company left its Global X MLP ETF share count unchanged in Q3 2025.
  • Global X MLP ETF made up 0.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #93 holding.
  • L.M. Kohn & Company first reported a position in Global X MLP ETF in Q2 2024 and has held it in 6 quarters since.
  • L.M. Kohn & Company's Global X MLP ETF position peaked at $290K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.