MBL Wealth’s Global X MLP ETF MLPA Stock Holding History

MBL Wealth’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	$8.81M	Buy	165,496 +9,804	+6%	+$548K	0.53%	35
2026 Q2	$8.26M	Buy	155,692 +9,433	+6%	+$508K	0.56%	35
2026 Q1	$7.88M	Buy	146,259 +8,442	+6%	+$442K	0.6%	34
2025 Q4	$6.67M	Buy	137,817 +5,803	+4%	+$280K	0.53%	42
2025 Q3	$6.39M	Buy	132,014 +9,021	+7%	+$449K	0.56%	42
2025 Q2	$6.17M	Buy	122,993 +6,215	+5%	+$310K	0.59%	40
2025 Q1	$6.22M	Sell	116,778 -2,699	-2%	-$142K	0.63%	33
2024 Q4	$5.9M	Buy	119,477 +8,253	+7%	+$405K	0.59%	38
2024 Q3	$5.34M	Buy	111,224 +4,894	+5%	+$235K	0.57%	39
2024 Q2	$5.16M	Buy	106,330 +21,098	+25%	+$1M	0.58%	41
2024 Q1	$4.11M	Buy	85,232 +6,636	+8%	+$306K	0.47%	45
2023 Q4	$3.48M	Buy	78,596 +4,098	+6%	+$183K	0.44%	43
2023 Q3	$3.32M	Buy	74,498 +4,357	+6%	+$191K	0.47%	38
2023 Q2	$3.01M	Buy	70,141 +6,938	+11%	+$292K	0.42%	40
2023 Q1	$2.63M	Buy	63,203 +10,323	+20%	+$437K	0.41%	38
2022 Q4	$2.18M	Buy	52,880 +26,435	+100%	+$1.11M	0.42%	42
2022 Q3	$1.04M	Buy	+26,445	New	+$1.07M	0.23%	65

Other funds holding MLPA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

MBL Wealth's MLPA Position: Q3 2026 in Review

MBL Wealth increased its Global X MLP ETF (MLPA) stake by 6.3% in Q3 2026, buying an estimated $548K and bringing the position to 165,496 shares worth $8.81M. The position accounts for 0.53% of the portfolio, ranked #35.

MBL Wealth first reported a position in MLPA in Q3 2022 and has held it in 17 quarters since. 138 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

MBL Wealth held 165,496 shares of Global X MLP ETF worth $8.81M as of Q3 2026.
MBL Wealth bought 9,804 Global X MLP ETF shares in Q3 2026, an estimated $548K.
Global X MLP ETF made up 0.53% of MBL Wealth's portfolio in Q3 2026, its #35 holding.
MBL Wealth first reported a position in Global X MLP ETF in Q3 2022 and has held it in 17 quarters since.
138 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.