Pinnacle Wealth Planning Services’s Global X MLP ETF MLPA Stock Holding History

Pinnacle Wealth Planning Services’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	$37.6K	Buy	+708	New	+$38.2K	﹤0.01%	1470

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 Planning Services's MLPA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Global X MLP ETF (MLPA) in Q2 2026: 708 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Pinnacle Wealth Planning Services held 708 shares of Global X MLP ETF worth $37.6K as of Q2 2026.
Global X MLP ETF was a new Pinnacle Wealth Planning Services position in Q2 2026.
Global X MLP ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1470 holding.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.