Pinnacle Associates’s Global X MLP ETF MLPA Stock Holding History

Pinnacle Associates’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	$4.25M	Buy	78,986 +4,227	+6%	+$221K	0.05%	286
2025 Q4	$3.62M	Sell	74,759 -3,198	-4%	-$154K	0.05%	294
2025 Q3	$3.77M	Sell	77,957 -1,043	-1%	-$51.9K	0.05%	286
2025 Q2	$3.97M	Sell	79,000 -3,012	-4%	-$150K	0.06%	270
2025 Q1	$4.37M	Buy	82,012 +617	+0.8%	+$32.4K	0.06%	252
2024 Q4	$4.02M	Buy	81,395 +3,447	+4%	+$169K	0.05%	268
2024 Q3	$3.45M	Sell	77,948 -5,727	-7%	-$275K	0.06%	274
2024 Q2	$4.06M	Buy	83,675 +3,347	+4%	+$159K	0.06%	265
2024 Q1	$3.87M	Buy	80,328 +2,380	+3%	+$110K	0.06%	273
2023 Q4	$3.45M	Buy	77,948 +5,697	+8%	+$254K	0.06%	277
2023 Q3	$3.22M	Buy	72,251 +11,435	+19%	+$501K	0.06%	276
2023 Q2	$2.61M	Buy	60,816 +5,184	+9%	+$218K	0.05%	314
2023 Q1	$2.31M	Sell	55,632 -2,459	-4%	-$104K	0.05%	291
2022 Q4	$2.4M	Sell	58,091 -1,066	-2%	-$44.7K	0.05%	275
2022 Q3	$2.33M	Buy	59,157 +1,630	+3%	+$65.9K	0.05%	272
2022 Q2	$2.12M	Buy	57,527 +25,315	+79%	+$1.03M	0.05%	297
2022 Q1	$1.3M	Buy	32,212 +4,000	+14%	+$156K	0.02%	412
2021 Q4	$987K	Buy	28,212 +18,102	+179%	+$649K	0.02%	452
2021 Q3	$357K	Sell	10,110 -381	-4%	-$13.5K	0.01%	603
2021 Q2	$405K	Sell	10,491 -879	-8%	-$32.3K	0.01%	586
2021 Q1	$376K	Sell	11,370 -83	-0.7%	-$2.59K	0.01%	580
2020 Q4	$314K	Sell	11,453 -1,093	-9%	-$28.2K	0.01%	581
2020 Q3	$276K	Buy	12,546 +422	+3%	+$10.7K	0.01%	579
2020 Q2	$330K	Buy	+12,124	New	+$327K	0.01%	543
2020 Q1	–	Sell	-15,124	Closed	-$715K	–	699
2019 Q4	$715K	Sell	15,124 -151	-1%	-$7.04K	0.02%	474
2019 Q3	$768K	Buy	15,275 +1,161	+8%	+$59.8K	0.02%	458
2019 Q2	$747K	Buy	14,114 +8	+0.1%	+$422	0.02%	463
2019 Q1	$751K	Buy	14,106 +188	+1%	+$9.77K	0.02%	463
2018 Q4	$641K	Sell	13,918 -3,264	-19%	-$172K	0.02%	467
2018 Q3	$985K	Sell	17,182 -1,229	-7%	-$71.5K	0.02%	418
2018 Q2	$1.01M	Sell	18,411 -211	-1%	-$11.5K	0.02%	401
2018 Q1	$949K	Sell	18,622 -466	-2%	-$27.2K	0.02%	412
2017 Q4	$1.13M	Buy	19,088 +8,088	+74%	+$472K	0.02%	383
2017 Q3	$679K	Sell	11,000 -667	-6%	-$41.9K	0.01%	457
2017 Q2	$764K	Buy	11,667 +534	+5%	+$35.7K	0.01%	434
2017 Q1	$776K	Buy	11,133 +208	+2%	+$14.6K	0.01%	429
2016 Q4	$758K	Buy	10,925 +3,550	+48%	+$240K	0.02%	430
2016 Q3	$514K	Sell	7,375 -208	-3%	-$14.4K	0.01%	474
2016 Q2	$529K	Buy	7,583 +883	+13%	+$57.6K	0.01%	461
2016 Q1	$392K	Buy	6,700 +479	+8%	+$25.8K	0.01%	491
2015 Q4	$388K	Buy	+6,221	New	+$403K	0.01%	496

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

Pinnacle Associates's MLPA Position: Q1 2026 in Review

Pinnacle Associates increased its Global X MLP ETF (MLPA) stake by 5.7% in Q1 2026, buying an estimated $221K and bringing the position to 78,986 shares worth $4.25M. The position accounts for 0.05% of the portfolio, ranked #286.

Pinnacle Associates first reported a position in MLPA in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.37M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Pinnacle Associates held 78,986 shares of Global X MLP ETF worth $4.25M as of Q1 2026.
Pinnacle Associates bought 4,227 Global X MLP ETF shares in Q1 2026, an estimated $221K.
Global X MLP ETF made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #286 holding.
Pinnacle Associates first reported a position in Global X MLP ETF in Q4 2015 and has held it in 41 quarters since.
Pinnacle Associates's Global X MLP ETF position peaked at $4.37M in Q1 2025.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.