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 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 $1.66T 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

NWAM LLC's MLPA Position: Q1 2026 in Review

NWAM LLC held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 7,317 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #454.

NWAM LLC first reported a position in MLPA in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2023. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

NWAM LLC held 7,317 shares of Global X MLP ETF worth $394K as of Q1 2026.
NWAM LLC left its Global X MLP ETF share count unchanged in Q1 2026.
Global X MLP ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #454 holding.
NWAM LLC first reported a position in Global X MLP ETF in Q2 2023 and has held it in 10 quarters since.
NWAM LLC's Global X MLP ETF position peaked at $1.08M in Q4 2023.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.