LifeGoal Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

LifeGoal Wealth 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 Q3	–	Sell	-4,039	Closed	-$214K	–	224
2026 Q2	$214K	Buy	+4,039	New	+$218K	0.1%	140

Other funds holding MLPA

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LifeGoal Wealth Advisors's MLPA Position: Q3 2026 in Review

LifeGoal Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q3 2026, closing a stake of 4,039 shares — an estimated $214K sold.

LifeGoal Wealth Advisors first reported a position in MLPA in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 11 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

LifeGoal Wealth Advisors reported no remaining Global X MLP ETF position as of Q3 2026 after selling out during the quarter.
LifeGoal Wealth Advisors sold 4,039 Global X MLP ETF shares in Q3 2026, an estimated $214K.
LifeGoal Wealth Advisors first reported a position in Global X MLP ETF in Q2 2026 and held it in 1 quarter.
LifeGoal Wealth Advisors's Global X MLP ETF position peaked at $214K in Q2 2026.
11 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.