OneDigital Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

OneDigital Investment 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 Q2	$239K	Hold	4,502	–	–	﹤0.01%	1422
2026 Q1	$243K	Hold	4,502	–	–	﹤0.01%	1300
2025 Q4	$218K	Hold	4,502	–	–	﹤0.01%	1397
2025 Q3	$218K	Hold	4,502	–	–	﹤0.01%	1381
2025 Q2	$226K	Hold	4,502	–	–	﹤0.01%	1328
2025 Q1	$240K	Buy	4,502 +2	+0%	+$105	﹤0.01%	1241
2024 Q4	$222K	Hold	4,500	–	–	﹤0.01%	1281
2024 Q3	$216K	Hold	4,500	–	–	﹤0.01%	1330
2024 Q2	$218K	Hold	4,500	–	–	﹤0.01%	1249
2024 Q1	$217K	Buy	+4,500	New	+$208K	﹤0.01%	1014
2023 Q4	–	Sell	-4,500	Closed	-$201K	–	1128
2023 Q3	$201K	Buy	+4,500	New	+$197K	﹤0.01%	940
2018 Q4	–	Sell	-304	Closed	-$17K	–	1227
2018 Q3	$17K	Buy	304 +12	+4%	+$698	﹤0.01%	711
2018 Q2	$16K	Hold	292	–	–	﹤0.01%	895
2018 Q1	$15K	Buy	+292	New	+$17K	﹤0.01%	911

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

OneDigital Investment Advisors's MLPA Position: Q2 2026 in Review

OneDigital Investment Advisors held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 4,502 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

OneDigital Investment Advisors first reported a position in MLPA in Q1 2018 and has held it in 14 quarters since. The position peaked at $243K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

OneDigital Investment Advisors held 4,502 shares of Global X MLP ETF worth $239K as of Q2 2026.
OneDigital Investment Advisors left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1422 holding.
OneDigital Investment Advisors first reported a position in Global X MLP ETF in Q1 2018 and has held it in 14 quarters since.
OneDigital Investment Advisors's Global X MLP ETF position peaked at $243K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.