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Latitude Advisors’s Global X MLP ETF MLPA Stock Holding History

Latitude Advisors’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 		– Sell
-8,583
Closed -$416K – 226
2025
Q4 		$416K Buy
8,583
+1,790
+26% +$86.3K 0.18% 122
2025
Q3 		$329K Buy
6,793
+1,076
+19% +$53.5K 0.15% 140
2025
Q2 		$287K Buy
+5,717
New +$285K 0.14% 155

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 $5.7B AUM 32.06% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Latitude Advisors's MLPA Position: Q1 2026 in Review

Latitude Advisors sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 8,583 shares — an estimated $416K sold.

Latitude Advisors first reported a position in MLPA in Q2 2025 and held it in 3 quarters. The position peaked at $416K in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Latitude Advisors reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Latitude Advisors sold 8,583 Global X MLP ETF shares in Q1 2026, an estimated $416K.
  • Latitude Advisors first reported a position in Global X MLP ETF in Q2 2025 and held it in 3 quarters.
  • Latitude Advisors's Global X MLP ETF position peaked at $416K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.