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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
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

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM

MBL Wealth's MLPA Position: Q2 2026 in Review

MBL Wealth increased its Global X MLP ETF (MLPA) stake by 6.4% in Q2 2026, buying an estimated $508K and bringing the position to 155,692 shares worth $8.26M. The position accounts for 0.56% of the portfolio, ranked #35.

MBL Wealth first reported a position in MLPA in Q3 2022 and has held it in 16 quarters since. 111 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • MBL Wealth held 155,692 shares of Global X MLP ETF worth $8.26M as of Q2 2026.
  • MBL Wealth bought 9,433 Global X MLP ETF shares in Q2 2026, an estimated $508K.
  • Global X MLP ETF made up 0.56% of MBL Wealth's portfolio in Q2 2026, its #35 holding.
  • MBL Wealth first reported a position in Global X MLP ETF in Q3 2022 and has held it in 16 quarters since.
  • 111 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.