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

NewEdge 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 Q1	$6.41M	Buy	119,020 +9,010	+8%	+$472K	0.02%	595
2025 Q4	$5.33M	Buy	110,010 +9,538	+9%	+$460K	0.02%	632
2025 Q3	$4.86M	Buy	100,472 +11,242	+13%	+$559K	0.02%	640
2025 Q2	$4.48M	Buy	89,230 +7,010	+9%	+$349K	0.02%	610
2025 Q1	$4.38M	Buy	82,220 +6,534	+9%	+$344K	0.03%	554
2024 Q4	$3.74M	Buy	75,686 +10,545	+16%	+$517K	0.02%	595
2024 Q3	$3.13M	Buy	65,141 +97	+0.1%	+$4.66K	0.02%	622
2024 Q2	$3.15M	Buy	65,044 +22,701	+54%	+$1.08M	0.02%	587
2024 Q1	$2.04M	Buy	42,343 +2,140	+5%	+$98.8K	0.02%	682
2023 Q4	$1.82M	Buy	40,203 +1,696	+4%	+$75.7K	0.02%	703
2023 Q3	$1.72M	Buy	38,507 +1,015	+3%	+$44.5K	0.02%	653
2023 Q2	$1.61M	Buy	37,492 +1,897	+5%	+$79.7K	0.02%	669
2023 Q1	$1.48M	Buy	35,595 +1,250	+4%	+$52.9K	0.02%	630
2022 Q4	$1.34M	Buy	34,345 +1,660	+5%	+$69.6K	0.04%	430
2022 Q3	$1.29M	Sell	32,685 -849	-3%	-$34.3K	0.02%	556
2022 Q2	$1.24M	Buy	33,534 +4,970	+17%	+$201K	0.02%	592
2022 Q1	$1.15M	Buy	28,564 +1,060	+4%	+$41.3K	0.02%	599
2021 Q4	$962K	Buy	+27,504	New	+$987K	0.01%	753
2020 Q1	–	Sell	-2,712	Closed	-$128K	–	858
2019 Q4	$128K	Buy	2,712 +814	+43%	+$38K	0.01%	779
2019 Q3	$95K	Buy	+1,898	New	+$97.8K	﹤0.01%	783
2017 Q3	–	Sell	-571	Closed	-$37.1K	–	819
2017 Q2	$37.1K	Buy	+571	New	+$38.1K	0.01%	592

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

NewEdge Advisors's MLPA Position: Q1 2026 in Review

NewEdge Advisors increased its Global X MLP ETF (MLPA) stake by 8.2% in Q1 2026, buying an estimated $472K and bringing the position to 119,020 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #595.

NewEdge Advisors first reported a position in MLPA in Q2 2017 and has held it in 21 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

NewEdge Advisors held 119,020 shares of Global X MLP ETF worth $6.41M as of Q1 2026.
NewEdge Advisors bought 9,010 Global X MLP ETF shares in Q1 2026, an estimated $472K.
Global X MLP ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #595 holding.
NewEdge Advisors first reported a position in Global X MLP ETF in Q2 2017 and has held it in 21 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.