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Newbridge Financial Services Group’s Global X MLP ETF MLPA Stock Holding History

Newbridge Financial Services Group’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 		$148K Hold
2,784
– – 0.02% 280
2026
Q1 		$150K Sell
2,784
-276
-9% -$14.4K 0.02% 255
2025
Q4 		$148K Buy
3,060
+2,864
+1,461% +$138K 0.02% 263
2025
Q3 		$9.49K Hold
196
– – ﹤0.01% 905
2025
Q2 		$9.84K Buy
+196
New +$9.76K ﹤0.01% 893

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
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

Newbridge Financial Services Group's MLPA Position: Q2 2026 in Review

Newbridge Financial Services Group held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 2,784 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #280.

Newbridge Financial Services Group first reported a position in MLPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $150K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Newbridge Financial Services Group held 2,784 shares of Global X MLP ETF worth $148K as of Q2 2026.
  • Newbridge Financial Services Group left its Global X MLP ETF share count unchanged in Q2 2026.
  • Global X MLP ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #280 holding.
  • Newbridge Financial Services Group first reported a position in Global X MLP ETF in Q2 2025 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's Global X MLP ETF position peaked at $150K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.