Next Level Wealth Planning’s Global X MLP ETF MLPA Stock Holding History

Next Level Wealth Planning’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 Q3	$3.16K	Buy	+59	New	+$3.3K	﹤0.01%	422

Other funds holding MLPA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Next Level Wealth Planning's MLPA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Global X MLP ETF (MLPA) in Q3 2026: 59 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

156 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Next Level Wealth Planning held 59 shares of Global X MLP ETF worth $3.16K as of Q3 2026.
Global X MLP ETF was a new Next Level Wealth Planning position in Q3 2026.
Global X MLP ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #422 holding.
156 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.