MAI Capital Management’s Global X MLP ETF MLPA Stock Holding History

MAI Capital 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	–	Sell	-1,712	Closed	-$92.2K	–	3674
2026 Q1	$92.2K	Hold	1,712	–	–	﹤0.01%	1882
2025 Q4	$82.9K	Buy	1,712 +29	+2%	+$1.4K	﹤0.01%	1740
2025 Q3	$81.5K	Sell	1,683 -83	-5%	-$4.13K	﹤0.01%	1668
2025 Q2	$88.7K	Sell	1,766 -783	-31%	-$39K	﹤0.01%	1546
2025 Q1	$136K	Hold	2,549	–	–	﹤0.01%	1276
2024 Q4	$126K	Buy	+2,549	New	+$125K	﹤0.01%	1333

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

MAI Capital Management's MLPA Position: Q2 2026 in Review

MAI Capital Management sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 1,712 shares — an estimated $92.2K sold.

MAI Capital Management first reported a position in MLPA in Q4 2024 and held it in 6 quarters. The position peaked at $136K in Q1 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

MAI Capital Management reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,712 Global X MLP ETF shares in Q2 2026, an estimated $92.2K.
MAI Capital Management first reported a position in Global X MLP ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Global X MLP ETF position peaked at $136K in Q1 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.