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Legacy Wealth Asset Management’s Global X MLP ETF MLPA Stock Holding History

Legacy Wealth Asset Management’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 		$12.1M Sell
227,634
-178
-0.1% -$9.59K 2.65% 2
2026
Q1 		$12.3M Buy
227,812
+12,373
+6% +$648K 2.99% 2
2025
Q4 		$10.4M Buy
215,439
+754
+0.4% +$36.4K 2.56% 2
2025
Q3 		$10.4M Buy
214,685
+21,020
+11% +$1.05M 2.53% 2
2025
Q2 		$9.72M Buy
193,665
+22,649
+13% +$1.13M 2.47% 3
2025
Q1 		$9.1M Buy
171,016
+3,586
+2% +$189K 2.52% 3
2024
Q4 		$8.27M Buy
167,430
+14,390
+9% +$706K 2.25% 3
2024
Q3 		$7.34M Sell
153,040
-3,840
-2% -$184K 1.97% 3
2024
Q2 		$7.61M Sell
156,880
-3,974
-2% -$189K 2.15% 3
2024
Q1 		$7.76M Buy
160,854
+41,965
+35% +$1.94M 2.16% 3
2023
Q4 		$5.27M Sell
118,889
-10,050
-8% -$448K 1.73% 2
2023
Q3 		$5.75M Sell
128,939
-7,838
-6% -$343K 2.11% 2
2023
Q2 		$5.87M Sell
136,777
-87
-0.1% -$3.66K 2.05% 2
2023
Q1 		$5.69M Sell
136,864
-2,744
-2% -$116K 2.05% 2
2022
Q4 		$5.76M Buy
139,608
+2,984
+2% +$125K 2.2% 1
2022
Q3 		$5.39M Sell
136,624
-6,049
-4% -$245K 2.36% 1
2022
Q2 		$5.26M Buy
142,673
+17,589
+14% +$713K 2.13% 3
2022
Q1 		$5.04M Buy
125,084
+12,186
+11% +$475K 1.79% 3
2021
Q4 		$3.95M Sell
112,898
-4,292
-4% -$154K 1.34% 5
2021
Q3 		$4.13M Sell
117,190
-6,136
-5% -$217K 1.89% 2
2021
Q2 		$4.77M Sell
123,326
-40,364
-25% -$1.49M 2.12% 1
2021
Q1 		$5.42M Sell
163,690
-10,326
-6% -$322K 2.5% 1
2020
Q4 		$4.77M Buy
+174,016
New +$4.49M 2.4% 2

Other funds holding MLPA

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Legacy Wealth Asset Management's MLPA Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Global X MLP ETF (MLPA) stake by 0.08% in Q2 2026, selling an estimated $9.59K and leaving 227,634 shares worth $12.1M. The position accounts for 2.65% of the portfolio, ranked #2.

Legacy Wealth Asset Management first reported a position in MLPA in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q1 2026. 32 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Legacy Wealth Asset Management held 227,634 shares of Global X MLP ETF worth $12.1M as of Q2 2026.
  • Legacy Wealth Asset Management sold 178 Global X MLP ETF shares in Q2 2026, an estimated $9.59K.
  • Global X MLP ETF made up 2.65% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #2 holding.
  • Legacy Wealth Asset Management first reported a position in Global X MLP ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Global X MLP ETF position peaked at $12.3M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.