Pathway Financial Advisers’s Global X MLP ETF MLPA Stock Holding History

Pathway Financial Advisers’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
2025 Q4	–	Sell	-104	Closed	-$5.03K	–	269
2025 Q3	$5.03K	Buy	+104	New	+$5.17K	﹤0.01%	355
2025 Q1	–	Sell	-95	Closed	-$4.67K	–	314
2024 Q4	$4.67K	Buy	95 +2	+2%	+$98	﹤0.01%	402
2024 Q3	$4.45K	Buy	93 +2	+2%	+$96	﹤0.01%	334
2024 Q2	$4.41K	Buy	91 +2	+2%	+$95	﹤0.01%	399
2024 Q1	$4.3K	Buy	89 +1	+1%	+$46	﹤0.01%	410
2023 Q4	$3.88K	Buy	88 +2	+2%	+$89	﹤0.01%	429
2023 Q3	$3.83K	Buy	+86	New	+$3.77K	﹤0.01%	434
2023 Q1	$3.43K	Buy	82 +1	+1%	+$42	﹤0.01%	461
2022 Q4	$3.35K	Buy	+81	New	+$3.39K	﹤0.01%	509

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Pathway Financial Advisers's MLPA Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 104 shares — an estimated $5.03K sold.

Pathway Financial Advisers first reported a position in MLPA in Q4 2022 and held it in 9 quarters. The position peaked at $5.03K in Q3 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

Pathway Financial Advisers reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 104 Global X MLP ETF shares in Q4 2025, an estimated $5.03K.
Pathway Financial Advisers first reported a position in Global X MLP ETF in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Global X MLP ETF position peaked at $5.03K in Q3 2025.
233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.