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

Madison 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 Q1	$10M	Sell	186,095 -10,115	-5%	-$530K	0.12%	132
2025 Q4	$9.5M	Sell	196,210 -6,000	-3%	-$289K	0.11%	132
2025 Q3	$9.79M	Sell	202,210 -15,500	-7%	-$771K	0.11%	129
2025 Q2	$10.9M	Hold	217,710	–	–	0.12%	128
2025 Q1	$11.6M	Buy	217,710 +36,779	+20%	+$1.93M	0.13%	124
2024 Q4	$8.94M	Buy	180,931 +10,410	+6%	+$511K	0.1%	139
2024 Q3	$8.18M	Hold	170,521	–	–	0.09%	144
2024 Q2	$8.27M	Buy	170,521 +39,500	+30%	+$1.88M	0.1%	139
2024 Q1	$6.32M	Buy	131,021 +25,253	+24%	+$1.17M	0.08%	156
2023 Q4	$4.69M	Buy	+105,768	New	+$4.72M	0.06%	177
2021 Q4	–	Sell	-9,557	Closed	-$337K	–	323
2021 Q3	$337K	Sell	9,557 -185,387	-95%	-$6.55M	﹤0.01%	298
2021 Q2	$7.54M	Buy	194,944 +128,030	+191%	+$4.71M	0.1%	146
2021 Q1	$2.21M	Buy	+66,914	New	+$2.09M	0.03%	250

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Madison Asset Management's MLPA Position: Q1 2026 in Review

Madison Asset Management reduced its Global X MLP ETF (MLPA) stake by 5.2% in Q1 2026, selling an estimated $530K and leaving 186,095 shares worth $10M. The position accounts for 0.12% of the portfolio, ranked #132.

Madison Asset Management first reported a position in MLPA in Q1 2021 and has held it in 13 quarters since. The position peaked at $11.6M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Madison Asset Management held 186,095 shares of Global X MLP ETF worth $10M as of Q1 2026.
Madison Asset Management sold 10,115 Global X MLP ETF shares in Q1 2026, an estimated $530K.
Global X MLP ETF made up 0.12% of Madison Asset Management's portfolio in Q1 2026, its #132 holding.
Madison Asset Management first reported a position in Global X MLP ETF in Q1 2021 and has held it in 13 quarters since.
Madison Asset Management's Global X MLP ETF position peaked at $11.6M in Q1 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.