NWAM LLC’s Global X MLP ETF MLPA Stock Holding History

NWAM LLC’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	$838K	Buy	15,796 +8,479	+116%	+$457K	0.04%	352
2026 Q1	$394K	Hold	7,317	–	–	0.02%	454
2025 Q4	$360K	Buy	7,317 +2,598	+55%	+$125K	0.02%	466
2025 Q3	$228K	Hold	4,719	–	–	0.01%	582
2025 Q2	$237K	Hold	4,719	–	–	0.01%	556
2025 Q1	$251K	Sell	4,719 -1,191	-20%	-$62.6K	0.02%	438
2024 Q4	$292K	Sell	5,910 -600	-9%	-$29.4K	0.02%	488
2024 Q3	$312K	Buy	+6,510	New	+$313K	0.02%	487
2024 Q1	–	Sell	-24,295	Closed	-$1.08M	–	592
2023 Q4	$1.08M	Buy	24,295 +6,649	+38%	+$297K	0.09%	219
2023 Q3	$787K	Buy	17,646 +5,920	+50%	+$259K	0.08%	224
2023 Q2	$503K	Buy	+11,726	New	+$493K	0.04%	330

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

NWAM LLC's MLPA Position: Q2 2026 in Review

NWAM LLC increased its Global X MLP ETF (MLPA) stake by 116% in Q2 2026, buying an estimated $457K and bringing the position to 15,796 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #352.

NWAM LLC first reported a position in MLPA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

NWAM LLC held 15,796 shares of Global X MLP ETF worth $838K as of Q2 2026.
NWAM LLC bought 8,479 Global X MLP ETF shares in Q2 2026, an estimated $457K.
Global X MLP ETF made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #352 holding.
NWAM LLC first reported a position in Global X MLP ETF in Q2 2023 and has held it in 11 quarters since.
NWAM LLC's Global X MLP ETF position peaked at $1.08M in Q4 2023.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.