Naviter Wealth’s Global X MLP ETF MLPA Stock Holding History

Naviter Wealth’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	$10.7M	Buy	201,119 +68,819	+52%	+$3.71M	0.97%	22
2026 Q1	$7.13M	Sell	132,300 -1,987	-1%	-$104K	0.89%	22
2025 Q4	$6.5M	Buy	134,287 +106,829	+389%	+$5.15M	0.85%	23
2025 Q3	$1.33M	Buy	27,458 +4,909	+22%	+$244K	0.15%	149
2025 Q2	$1.13M	Sell	22,549 -7,595	-25%	-$378K	0.14%	156
2025 Q1	$1.61M	Hold	30,144	–	–	0.2%	138
2024 Q4	$1.49M	Buy	30,144 +23,939	+386%	+$1.17M	0.18%	140
2024 Q3	$298K	Buy	6,205 +1,344	+28%	+$64.5K	0.04%	204
2024 Q2	$236K	Buy	+4,861	New	+$231K	0.04%	207
2023 Q3	–	Sell	-19,875	Closed	-$853K	–	233
2023 Q2	$853K	Buy	+19,875	New	+$835K	0.22%	120

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

Naviter Wealth's MLPA Position: Q2 2026 in Review

Naviter Wealth increased its Global X MLP ETF (MLPA) stake by 52% in Q2 2026, buying an estimated $3.71M and bringing the position to 201,119 shares worth $10.7M. The position accounts for 0.97% of the portfolio, ranked #22.

Naviter Wealth first reported a position in MLPA in Q2 2023 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Naviter Wealth held 201,119 shares of Global X MLP ETF worth $10.7M as of Q2 2026.
Naviter Wealth bought 68,819 Global X MLP ETF shares in Q2 2026, an estimated $3.71M.
Global X MLP ETF made up 0.97% of Naviter Wealth's portfolio in Q2 2026, its #22 holding.
Naviter Wealth first reported a position in Global X MLP ETF in Q2 2023 and has held it in 10 quarters since.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.