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Mills Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Mills Wealth Advisors’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
Q1 		– Sell
-18,055
Closed -$874K – 82
2025
Q4 		$874K Buy
+18,055
New +$870K 0.34% 40

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Mills Wealth Advisors's MLPA Position: Q1 2026 in Review

Mills Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 18,055 shares — an estimated $874K sold.

Mills Wealth Advisors first reported a position in MLPA in Q4 2025 and held it in 1 quarter. The position peaked at $874K in Q4 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Mills Wealth Advisors reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 18,055 Global X MLP ETF shares in Q1 2026, an estimated $874K.
  • Mills Wealth Advisors first reported a position in Global X MLP ETF in Q4 2025 and held it in 1 quarter.
  • Mills Wealth Advisors's Global X MLP ETF position peaked at $874K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Mills Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.