Private Advisory Group’s Global X MLP ETF MLPA Stock Holding History

Private 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	$5.29M	Buy	98,151 +15,011	+18%	+$786K	0.35%	80
2025 Q4	$4.02M	Buy	83,140 +15,928	+24%	+$768K	0.32%	71
2025 Q3	$3.25M	Buy	67,212 +36,147	+116%	+$1.8M	0.27%	75
2025 Q2	$1.56M	Buy	+31,065	New	+$1.55M	0.14%	92

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

Private Advisory Group's MLPA Position: Q1 2026 in Review

Private Advisory Group increased its Global X MLP ETF (MLPA) stake by 18% in Q1 2026, buying an estimated $786K and bringing the position to 98,151 shares worth $5.29M. The position accounts for 0.35% of the portfolio, ranked #80.

Private Advisory Group first reported a position in MLPA in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Private Advisory Group held 98,151 shares of Global X MLP ETF worth $5.29M as of Q1 2026.
Private Advisory Group bought 15,011 Global X MLP ETF shares in Q1 2026, an estimated $786K.
Global X MLP ETF made up 0.35% of Private Advisory Group's portfolio in Q1 2026, its #80 holding.
Private Advisory Group first reported a position in Global X MLP ETF in Q2 2025 and has held it in 4 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.