NBC Securities’s Global X MLP ETF MLPA Stock Holding History

NBC Securities’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	$145K	Buy	2,694 +11	+0.4%	+$576	0.01%	955
2025 Q4	$130K	Buy	2,683 +238	+10%	+$11.5K	0.01%	981
2025 Q3	$118K	Hold	2,445	–	–	0.01%	1010
2025 Q2	$122K	Buy	2,445 +1,805	+282%	+$89.9K	0.01%	991
2025 Q1	$34K	Buy	+640	New	+$33.7K	﹤0.01%	1289
2024 Q4	–	Sell	-640	Closed	-$30K	–	1768
2024 Q3	$30K	Sell	640 -3,978	-86%	-$191K	﹤0.01%	1340
2024 Q2	$223K	Hold	4,618	–	–	0.02%	720
2024 Q1	$222K	Sell	4,618 -32	-0.7%	-$1.48K	0.02%	708
2023 Q4	$205K	Sell	4,650 -311	-6%	-$13.9K	0.02%	721
2023 Q3	$221K	Buy	+4,961	New	+$217K	0.02%	649

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

NBC Securities's MLPA Position: Q1 2026 in Review

NBC Securities increased its Global X MLP ETF (MLPA) stake by 0.41% in Q1 2026, buying an estimated $576 and bringing the position to 2,694 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #955.

NBC Securities first reported a position in MLPA in Q3 2023 and has held it in 10 quarters since. The position peaked at $223K in Q2 2024. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

NBC Securities held 2,694 shares of Global X MLP ETF worth $145K as of Q1 2026.
NBC Securities bought 11 Global X MLP ETF shares in Q1 2026, an estimated $576.
Global X MLP ETF made up 0.01% of NBC Securities's portfolio in Q1 2026, its #955 holding.
NBC Securities first reported a position in Global X MLP ETF in Q3 2023 and has held it in 10 quarters since.
NBC Securities's Global X MLP ETF position peaked at $223K in Q2 2024.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.