&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 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 $1.66T 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 $5.7B AUM 32.06% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

&Partners's MLPA Position: Q1 2026 in Review

&Partners reduced its Global X MLP ETF (MLPA) stake by 0.61% in Q1 2026, selling an estimated $9.37K and leaving 29,302 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #1037.

&Partners first reported a position in MLPA in Q3 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

&Partners held 29,302 shares of Global X MLP ETF worth $1.58M as of Q1 2026.
&Partners sold 179 Global X MLP ETF shares in Q1 2026, an estimated $9.37K.
Global X MLP ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1037 holding.
&Partners first reported a position in Global X MLP ETF in Q3 2024 and has held it in 7 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.