ProVise Management Group’s Global X MLP ETF MLPA Stock Holding History

ProVise Management 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	$292K	Sell	5,420 -310	-5%	-$16.2K	0.02%	224
2025 Q4	$277K	Buy	5,730 +411	+8%	+$19.8K	0.02%	227
2025 Q3	$258K	Buy	5,319 +615	+13%	+$30.6K	0.02%	231
2025 Q2	$236K	Buy	4,704 +282	+6%	+$14K	0.02%	235
2025 Q1	$235K	Hold	4,422	–	–	0.02%	231
2024 Q4	$218K	Buy	+4,422	New	+$217K	0.02%	240

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 $4.62B AUM 25.58% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

ProVise Management Group's MLPA Position: Q1 2026 in Review

ProVise Management Group reduced its Global X MLP ETF (MLPA) stake by 5.4% in Q1 2026, selling an estimated $16.2K and leaving 5,420 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #224.

ProVise Management Group first reported a position in MLPA in Q4 2024 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

ProVise Management Group held 5,420 shares of Global X MLP ETF worth $292K as of Q1 2026.
ProVise Management Group sold 310 Global X MLP ETF shares in Q1 2026, an estimated $16.2K.
Global X MLP ETF made up 0.02% of ProVise Management Group's portfolio in Q1 2026, its #224 holding.
ProVise Management Group first reported a position in Global X MLP ETF in Q4 2024 and has held it in 6 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.