Meriwether Wealth & Planning’s Global X MLP ETF MLPA Stock Holding History

Meriwether Wealth & Planning’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	$13.2K	Buy	+248	New	+$13.9K	0.01%	385

Other funds holding MLPA

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's MLPA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Global X MLP ETF (MLPA) in Q3 2026: 248 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings.

98 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Meriwether Wealth & Planning held 248 shares of Global X MLP ETF worth $13.2K as of Q3 2026.
Global X MLP ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Global X MLP ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #385 holding.
98 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.