Pasadena Private Wealth’s Global X MLP ETF MLPA Stock Holding History

Pasadena Private Wealth’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	$208K	Buy	+3,926	New	+$212K	0.03%	241
2023 Q1	–	Sell	-7,002	Closed	-$289K	–	114
2022 Q4	$289K	Sell	7,002 -5	-0.1%	-$210	0.09%	70
2022 Q3	$276K	Sell	7,007 -202	-3%	-$8.17K	0.1%	63
2022 Q2	$266K	Buy	+7,209	New	+$292K	0.09%	64

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

Pasadena Private Wealth's MLPA Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Global X MLP ETF (MLPA) in Q2 2026: 3,926 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in MLPA as recently as Q4 2022.

Pasadena Private Wealth first reported a position in MLPA in Q2 2022 and has held it in 4 quarters since. The position peaked at $289K in Q4 2022. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Pasadena Private Wealth held 3,926 shares of Global X MLP ETF worth $208K as of Q2 2026.
Global X MLP ETF was a new Pasadena Private Wealth position in Q2 2026.
Global X MLP ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #241 holding.
Pasadena Private Wealth first reported a position in Global X MLP ETF in Q2 2022 and has held it in 4 quarters since.
Pasadena Private Wealth's Global X MLP ETF position peaked at $289K in Q4 2022.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.