Pinnacle Wealth Management Advisory Group’s Global X MLP ETF MLPA Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$331K	Buy	6,236 +1,000	+19%	+$53.9K	0.02%	393
2026 Q1	$282K	Buy	+5,236	New	+$274K	0.02%	429
2020 Q2	–	Sell	-2,809	Closed	-$53K	–	183
2020 Q1	$53K	Sell	2,809 -1,586	-36%	-$59.2K	0.03%	157
2019 Q4	$208K	Sell	4,395 -1,543	-26%	-$72K	0.08%	177
2019 Q3	$299K	Buy	5,938 +1,361	+30%	+$70.1K	0.13%	141
2019 Q2	$242K	Buy	4,577 +342	+8%	+$18K	0.1%	162
2019 Q1	$225K	Buy	4,235 +883	+26%	+$45.9K	0.1%	164
2018 Q4	$154K	Buy	+3,352	New	+$177K	0.08%	159
2018 Q1	–	Sell	-1,897	Closed	-$112K	–	150
2017 Q4	$112K	Buy	+1,897	New	+$111K	0.06%	147

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

Pinnacle Wealth Management Advisory Group's MLPA Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Global X MLP ETF (MLPA) stake by 19% in Q2 2026, buying an estimated $53.9K and bringing the position to 6,236 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #393.

Pinnacle Wealth Management Advisory Group first reported a position in MLPA in Q4 2017 and has held it in 9 quarters since. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 6,236 shares of Global X MLP ETF worth $331K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,000 Global X MLP ETF shares in Q2 2026, an estimated $53.9K.
Global X MLP ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #393 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Global X MLP ETF in Q4 2017 and has held it in 9 quarters since.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.