Prevail Innovative Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Prevail Innovative Wealth 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	–	Sell	-153,980	Closed	-$8.29M	–	229
2026 Q1	$8.29M	Buy	+153,980	New	+$8.06M	1.4%	19
2025 Q2	–	Sell	-12,860	Closed	-$685K	–	212
2025 Q1	$685K	Buy	+12,860	New	+$676K	0.18%	133

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

Prevail Innovative Wealth Advisors's MLPA Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 153,980 shares — an estimated $8.29M sold.

Prevail Innovative Wealth Advisors first reported a position in MLPA in Q1 2025 and held it in 2 quarters. The position peaked at $8.29M in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 153,980 Global X MLP ETF shares in Q2 2026, an estimated $8.29M.
Prevail Innovative Wealth Advisors first reported a position in Global X MLP ETF in Q1 2025 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's Global X MLP ETF position peaked at $8.29M in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.