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 Q2	$8.34M	Buy	157,059 +58,908	+60%	+$3.17M	0.45%	66
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 $1.89T 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

Private Advisory Group's MLPA Position: Q2 2026 in Review

Private Advisory Group increased its Global X MLP ETF (MLPA) stake by 60% in Q2 2026, buying an estimated $3.17M and bringing the position to 157,059 shares worth $8.34M. The position accounts for 0.45% of the portfolio, ranked #66.

Private Advisory Group first reported a position in MLPA in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Private Advisory Group held 157,059 shares of Global X MLP ETF worth $8.34M as of Q2 2026.
Private Advisory Group bought 58,908 Global X MLP ETF shares in Q2 2026, an estimated $3.17M.
Global X MLP ETF made up 0.45% of Private Advisory Group's portfolio in Q2 2026, its #66 holding.
Private Advisory Group first reported a position in Global X MLP ETF in Q2 2025 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.