M3 Advisory Group’s Global X MLP ETF MLPA Stock Holding History

M3 Advisory Group’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	$389K	Hold	7,327	–	–	0.2%	83
2026 Q1	$395K	Sell	7,327 -2,116	-22%	-$111K	0.24%	73
2025 Q4	$457K	Hold	9,443	–	–	0.28%	66
2025 Q3	$457K	Buy	9,443 +863	+10%	+$42.9K	0.29%	65
2025 Q2	$431K	Hold	8,580	–	–	0.3%	68
2025 Q1	$457K	Hold	8,580	–	–	0.36%	58
2024 Q4	$424K	Hold	8,580	–	–	0.3%	71
2024 Q3	$412K	Hold	8,580	–	–	0.3%	75
2024 Q2	$416K	Buy	+8,580	New	+$408K	0.34%	71

Other funds holding MLPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

M3 Advisory Group's MLPA Position: Q2 2026 in Review

M3 Advisory Group held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 7,327 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #83.

M3 Advisory Group first reported a position in MLPA in Q2 2024 and has held it in 9 quarters since. The position peaked at $457K in Q3 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

M3 Advisory Group held 7,327 shares of Global X MLP ETF worth $389K as of Q2 2026.
M3 Advisory Group left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.2% of M3 Advisory Group's portfolio in Q2 2026, its #83 holding.
M3 Advisory Group first reported a position in Global X MLP ETF in Q2 2024 and has held it in 9 quarters since.
M3 Advisory Group's Global X MLP ETF position peaked at $457K in Q3 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.