Morton Capital Management’s Global X MLP ETF MLPA Stock Holding History

Morton Capital 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
2026 Q1	$680K	Hold	12,626	–	–	0.1%	60
2025 Q4	$611K	Hold	12,626	–	–	0.09%	63
2025 Q3	$611K	Hold	12,626	–	–	0.1%	60
2025 Q2	$634K	Hold	12,626	–	–	0.11%	61
2025 Q1	$672K	Hold	12,626	–	–	0.13%	55
2024 Q4	$624K	Hold	12,626	–	–	0.12%	59
2024 Q3	$606K	Hold	12,626	–	–	0.12%	60
2024 Q2	$612K	Hold	12,626	–	–	0.15%	54
2024 Q1	$609K	Hold	12,626	–	–	0.16%	56
2023 Q4	$559K	Hold	12,626	–	–	0.17%	53
2023 Q3	$563K	Hold	12,626	–	–	0.2%	48
2023 Q2	$542K	Hold	12,626	–	–	0.19%	50
2023 Q1	$525K	Hold	12,626	–	–	0.19%	52
2022 Q4	$521K	Hold	12,626	–	–	0.2%	44
2022 Q3	$498K	Hold	12,626	–	–	0.23%	43
2022 Q2	$466K	Hold	12,626	–	–	0.2%	47
2022 Q1	$509K	Buy	+12,626	New	+$492K	0.21%	46

Other funds holding MLPA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morton Capital Management's MLPA Position: Q1 2026 in Review

Morton Capital Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 12,626 shares worth $680K. The position accounts for 0.1% of the portfolio, ranked #60.

Morton Capital Management first reported a position in MLPA in Q1 2022 and has held it in 17 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Morton Capital Management held 12,626 shares of Global X MLP ETF worth $680K as of Q1 2026.
Morton Capital Management left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.1% of Morton Capital Management's portfolio in Q1 2026, its #60 holding.
Morton Capital Management first reported a position in Global X MLP ETF in Q1 2022 and has held it in 17 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.