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 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 $1.66T 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 Wealth Management Advisory Group's MLPA Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Global X MLP ETF (MLPA) in Q1 2026: 5,236 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in MLPA as recently as Q1 2020.

Pinnacle Wealth Management Advisory Group first reported a position in MLPA in Q4 2017 and has held it in 8 quarters since. The position peaked at $299K in Q3 2019. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 5,236 shares of Global X MLP ETF worth $282K as of Q1 2026.
Global X MLP ETF was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
Global X MLP ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #429 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Global X MLP ETF in Q4 2017 and has held it in 8 quarters since.
Pinnacle Wealth Management Advisory Group's Global X MLP ETF position peaked at $299K in Q3 2019.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.