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 Q2	$288K	Hold	5,420	–	–	0.02%	239
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 $1.89T 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

ProVise Management Group's MLPA Position: Q2 2026 in Review

ProVise Management Group held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 5,420 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #239.

ProVise Management Group first reported a position in MLPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

ProVise Management Group held 5,420 shares of Global X MLP ETF worth $288K as of Q2 2026.
ProVise Management Group left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #239 holding.
ProVise Management Group first reported a position in Global X MLP ETF in Q4 2024 and has held it in 7 quarters since.
ProVise Management Group's Global X MLP ETF position peaked at $292K in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.