&Partners’s Global X MLP ETF MLPA Stock Holding History

&Partners’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	$1.29M	Sell	24,357 -4,945	-17%	-$266K	0.01%	1266
2026 Q1	$1.58M	Sell	29,302 -179	-0.6%	-$9.37K	0.01%	1037
2025 Q4	$1.43M	Buy	29,481 +473	+2%	+$22.8K	0.01%	1034
2025 Q3	$1.4M	Buy	29,008 +432	+2%	+$21.5K	0.01%	924
2025 Q2	$1.43M	Buy	28,576 +23,503	+463%	+$1.17M	0.01%	811
2025 Q1	$271K	Sell	5,073 -3,181	-39%	-$167K	﹤0.01%	1460
2024 Q4	$414K	Buy	8,254 +2,665	+48%	+$131K	0.01%	1164
2024 Q3	$268K	Buy	+5,589	New	+$268K	0.01%	1165

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

&Partners's MLPA Position: Q2 2026 in Review

&Partners reduced its Global X MLP ETF (MLPA) stake by 17% in Q2 2026, selling an estimated $266K and leaving 24,357 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1266.

&Partners first reported a position in MLPA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

&Partners held 24,357 shares of Global X MLP ETF worth $1.29M as of Q2 2026.
&Partners sold 4,945 Global X MLP ETF shares in Q2 2026, an estimated $266K.
Global X MLP ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1266 holding.
&Partners first reported a position in Global X MLP ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's Global X MLP ETF position peaked at $1.58M in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.