MGB Wealth Management’s Global X MLP ETF MLPA Stock Holding History

MGB Wealth 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
2025 Q4	$80.5K	Buy	1,663 +33	+2%	+$1.59K	0.02%	253
2025 Q3	$78.9K	Hold	1,630	–	–	0.02%	257
2025 Q2	$81.8K	Hold	1,630	–	–	0.03%	249
2025 Q1	$86.8K	Buy	1,630 +300	+23%	+$15.8K	0.03%	234
2024 Q4	$65.7K	Hold	1,330	–	–	0.02%	237
2024 Q3	$63.8K	Hold	1,330	–	–	0.02%	231
2024 Q2	$65.1K	Hold	1,330	–	–	0.02%	228
2024 Q1	$64.1K	Hold	1,330	–	–	0.03%	219
2023 Q4	$58.9K	Buy	+1,330	New	+$59.3K	0.03%	216

Other funds holding MLPA

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MGB Wealth Management's MLPA Position: Q4 2025 in Review

MGB Wealth Management increased its Global X MLP ETF (MLPA) stake by 2% in Q4 2025, buying an estimated $1.59K and bringing the position to 1,663 shares worth $80.5K. The position accounts for 0.02% of the portfolio, ranked #253.

MGB Wealth Management first reported a position in MLPA in Q4 2023 and has held it in 9 quarters since. The position peaked at $86.8K in Q1 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

MGB Wealth Management held 1,663 shares of Global X MLP ETF worth $80.5K as of Q4 2025.
MGB Wealth Management bought 33 Global X MLP ETF shares in Q4 2025, an estimated $1.59K.
Global X MLP ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #253 holding.
MGB Wealth Management first reported a position in Global X MLP ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Global X MLP ETF position peaked at $86.8K in Q1 2025.
233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.