Oregon Pacific Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$342K Sell
6,452
-3,893
-38% -$210K 0.32% 71
2026
Q1
$557K Buy
+10,345
New +$542K 0.58% 43

Other funds holding MLPA

Oregon Pacific Wealth Management's MLPA Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its Global X MLP ETF (MLPA) stake by 38% in Q2 2026, selling an estimated $210K and leaving 6,452 shares worth $342K. The position accounts for 0.32% of the portfolio, ranked #71.

Oregon Pacific Wealth Management first reported a position in MLPA in Q1 2026 and has held it in 2 quarters since. The position peaked at $557K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Oregon Pacific Wealth Management held 6,452 shares of Global X MLP ETF worth $342K as of Q2 2026.
  • Oregon Pacific Wealth Management sold 3,893 Global X MLP ETF shares in Q2 2026, an estimated $210K.
  • Global X MLP ETF made up 0.32% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Oregon Pacific Wealth Management first reported a position in Global X MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • Oregon Pacific Wealth Management's Global X MLP ETF position peaked at $557K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.