Pension & Wealth Management Advisors’s Global X MLP ETF MLPA Stock Holding History

Pension & Wealth Management Advisors’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	$402K	Sell	7,579 -4,931	-39%	-$266K	0.11%	123
2026 Q1	$674K	Buy	12,510 +496	+4%	+$26K	0.2%	80
2025 Q4	$582K	Sell	12,014 -2,420	-17%	-$117K	0.17%	83
2025 Q3	$699K	Sell	14,434 -2,129	-13%	-$106K	0.22%	74
2025 Q2	$831K	Sell	16,563 -48	-0.3%	-$2.39K	0.28%	55
2025 Q1	$884K	Buy	16,611 +148	+0.9%	+$7.78K	0.33%	51
2024 Q4	$813K	Buy	16,463 +15,748	+2,203%	+$773K	0.32%	47
2024 Q3	$34.3K	Hold	715	–	–	0.02%	251
2024 Q2	$34.7K	Sell	715 -14,406	-95%	-$685K	0.02%	231
2024 Q1	$729K	Buy	15,121 +8,229	+119%	+$380K	0.48%	37
2023 Q4	$305K	Buy	6,892 +1,353	+24%	+$60.4K	0.19%	66
2023 Q3	$247K	Buy	5,539 +4,241	+327%	+$186K	0.18%	71
2023 Q2	$47.7K	Buy	1,298 +422	+48%	+$17.7K	0.04%	164
2023 Q1	$36.4K	Buy	876 +24	+3%	+$1.01K	0.03%	175
2022 Q4	$35.2K	Buy	+852	New	+$35.7K	0.03%	174

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

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

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

Pension & Wealth Management Advisors's MLPA Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Global X MLP ETF (MLPA) stake by 39% in Q2 2026, selling an estimated $266K and leaving 7,579 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #123.

Pension & Wealth Management Advisors first reported a position in MLPA in Q4 2022 and has held it in 15 quarters since. The position peaked at $884K in Q1 2025. 238 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Pension & Wealth Management Advisors held 7,579 shares of Global X MLP ETF worth $402K as of Q2 2026.
Pension & Wealth Management Advisors sold 4,931 Global X MLP ETF shares in Q2 2026, an estimated $266K.
Global X MLP ETF made up 0.11% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #123 holding.
Pension & Wealth Management Advisors first reported a position in Global X MLP ETF in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's Global X MLP ETF position peaked at $884K in Q1 2025.
238 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.