Naples Global Advisors’s Global X MLP ETF MLPA Stock Holding History

Naples Global 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 Q2	$601K	Buy	11,323 +1,660	+17%	+$89.4K	0.04%	316
2026 Q1	$521K	Buy	9,663 +35	+0.4%	+$1.83K	0.04%	321
2025 Q4	$466K	Sell	9,628 -31	-0.3%	-$1.5K	0.03%	336
2025 Q3	$468K	Sell	9,659 -75	-0.8%	-$3.73K	0.04%	333
2025 Q2	$489K	Sell	9,734 -75	-0.8%	-$3.73K	0.04%	306
2025 Q1	$522K	Sell	9,809 -232	-2%	-$12.2K	0.05%	290
2024 Q4	$496K	Sell	10,041 -177	-2%	-$8.69K	0.05%	292
2024 Q3	$490K	Hold	10,218	–	–	0.05%	293
2024 Q2	$496K	Sell	10,218 -300	-3%	-$14.3K	0.05%	282
2024 Q1	$507K	Sell	10,518 -45	-0.4%	-$2.08K	0.05%	285
2023 Q4	$468K	Sell	10,563 -133	-1%	-$5.93K	0.05%	284
2023 Q3	$477K	Buy	10,696 +409	+4%	+$17.9K	0.06%	280
2023 Q2	$442K	Sell	10,287 -1,711	-14%	-$71.9K	0.05%	295
2023 Q1	$499K	Buy	11,998 +1,009	+9%	+$42.7K	0.06%	277
2022 Q4	$454K	Buy	10,989 +29	+0.3%	+$1.22K	0.06%	282
2022 Q3	$432K	Buy	10,960 +125	+1%	+$5.06K	0.06%	276
2022 Q2	$399K	Hold	10,835	–	–	0.05%	292
2022 Q1	$437K	Buy	10,835 +1,200	+12%	+$46.7K	0.05%	293
2021 Q4	$337K	Sell	9,635 -1,036	-10%	-$37.2K	0.04%	328
2021 Q3	$376K	Buy	10,671 +1,087	+11%	+$38.4K	0.05%	311
2021 Q2	$370K	Sell	9,584 -106	-1%	-$3.9K	0.05%	304
2021 Q1	$321K	Sell	9,690 -1,567	-14%	-$48.8K	0.05%	307
2020 Q4	$309K	Sell	11,257 -1,959	-15%	-$50.6K	0.05%	296
2020 Q3	$290K	Sell	13,216 -297	-2%	-$7.56K	0.06%	288
2020 Q2	$368K	Sell	13,513 -4,730	-26%	-$128K	0.08%	250
2020 Q1	$345K	Sell	18,243 -9,184	-33%	-$343K	0.09%	232
2019 Q4	$1.3M	Sell	27,427 -148	-0.5%	-$6.9K	0.27%	119
2019 Q3	$1.39M	Buy	27,575 +1,461	+6%	+$75.3K	0.32%	103
2019 Q2	$1.38M	Buy	26,114 +2,812	+12%	+$148K	0.34%	96
2019 Q1	$1.24M	Buy	23,302 +904	+4%	+$47K	0.32%	107
2018 Q4	$1.16M	Buy	22,398 +770	+4%	+$40.6K	0.33%	102
2018 Q3	$1.24M	Buy	21,628 +1,536	+8%	+$89.4K	0.33%	102
2018 Q2	$1.1M	Buy	20,092 +2,648	+15%	+$145K	0.31%	111
2018 Q1	$889K	Buy	17,444 +562	+3%	+$32.8K	0.26%	131
2017 Q4	$999K	Buy	16,882 +783	+5%	+$45.7K	0.3%	117
2017 Q3	$994K	Buy	+16,099	New	+$1.01M	0.33%	110

Other funds holding MLPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

ECM

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

Naples Global Advisors's MLPA Position: Q2 2026 in Review

Naples Global Advisors increased its Global X MLP ETF (MLPA) stake by 17% in Q2 2026, buying an estimated $89.4K and bringing the position to 11,323 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #316.

Naples Global Advisors first reported a position in MLPA in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.39M in Q3 2019. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Naples Global Advisors held 11,323 shares of Global X MLP ETF worth $601K as of Q2 2026.
Naples Global Advisors bought 1,660 Global X MLP ETF shares in Q2 2026, an estimated $89.4K.
Global X MLP ETF made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #316 holding.
Naples Global Advisors first reported a position in Global X MLP ETF in Q3 2017 and has held it in 36 quarters since.
Naples Global Advisors's Global X MLP ETF position peaked at $1.39M in Q3 2019.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.