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LGL Partners’s Global X MLP ETF MLPA Stock Holding History

LGL Partners’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 		$963K Buy
17,879
+337
+2% +$17.6K 0.4% 27
2025
Q4 		$849K Buy
17,542
+348
+2% +$16.8K 0.36% 25
2025
Q3 		$833K Buy
17,194
+318
+2% +$15.8K 0.35% 29
2025
Q2 		$834K Buy
16,876
+310
+2% +$15.4K 0.37% 27
2025
Q1 		$882K Buy
16,566
+290
+2% +$15.3K 0.43% 26
2024
Q4 		$804K Buy
16,276
+302
+2% +$14.8K 0.12% 51
2024
Q3 		$766K Buy
15,974
+309
+2% +$14.8K 0.11% 53
2024
Q2 		$760K Buy
15,665
+294
+2% +$14K 0.11% 50
2024
Q1 		$741K Buy
15,371
+291
+2% +$13.4K 0.12% 53
2023
Q4 		$668K Buy
15,080
+3,292
+28% +$147K 0.09% 56
2023
Q3 		$526K Buy
11,788
+225
+2% +$9.86K 0.09% 63
2023
Q2 		$496K Buy
11,563
+235
+2% +$9.88K 0.08% 66
2023
Q1 		$471K Buy
11,328
+199
+2% +$8.42K 0.08% 63
2022
Q4 		$460K Buy
11,129
+197
+2% +$8.26K 0.08% 61
2022
Q3 		$431K Sell
10,932
-13,507
-55% -$546K 0.09% 72
2022
Q2 		$901K Buy
24,439
+469
+2% +$19K 0.15% 31
2022
Q1 		$966K Buy
23,970
+427
+2% +$16.6K 0.13% 34
2021
Q4 		$824K Buy
23,543
+13,402
+132% +$481K 0.1% 45
2021
Q3 		$358K Buy
10,141
+208
+2% +$7.34K 0.22% 64
2021
Q2 		$384K Sell
9,933
-27,305
-73% -$1M 0.23% 60
2021
Q1 		$1.23M Sell
37,238
-52,189
-58% -$1.63M 0.71% 26
2020
Q4 		$2.45M Sell
89,427
-99,109
-53% -$2.56M 1.42% 17
2020
Q3 		$4.14M Sell
188,536
-25,889
-12% -$659K 2.5% 8
2020
Q2 		$5.84M Buy
+214,425
New +$5.79M 3.63% 5
2020
Q1 		– Sell
-2,615
Closed -$124K – 96
2019
Q4 		$124K Buy
2,615
+79
+3% +$3.68K 0.04% 101
2019
Q3 		$128K Sell
2,536
-292
-10% -$15K 0.05% 105
2019
Q2 		$150K Sell
2,828
-207
-7% -$10.9K 0.06% 105
2019
Q1 		$162K Sell
3,035
-1,493
-33% -$77.6K 0.06% 107
2018
Q4 		$208K Buy
+4,528
New +$239K 0.11% 47

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

LGL Partners's MLPA Position: Q1 2026 in Review

LGL Partners increased its Global X MLP ETF (MLPA) stake by 1.9% in Q1 2026, buying an estimated $17.6K and bringing the position to 17,879 shares worth $963K. The position accounts for 0.4% of the portfolio, ranked #27.

LGL Partners first reported a position in MLPA in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.84M in Q2 2020. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • LGL Partners held 17,879 shares of Global X MLP ETF worth $963K as of Q1 2026.
  • LGL Partners bought 337 Global X MLP ETF shares in Q1 2026, an estimated $17.6K.
  • Global X MLP ETF made up 0.4% of LGL Partners's portfolio in Q1 2026, its #27 holding.
  • LGL Partners first reported a position in Global X MLP ETF in Q4 2018 and has held it in 29 quarters since.
  • LGL Partners's Global X MLP ETF position peaked at $5.84M in Q2 2020.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.