Puff Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Puff Wealth Management’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
2025 Q4	$608K	Buy	+12,464	New	+$601K	0.79%	37

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Puff Wealth Management's MLPA Position: Q4 2025 in Review

Puff Wealth Management opened a new position in Global X MLP ETF (MLPA) in Q4 2025: 12,464 shares worth $608K. The stake represents 0.79% of the portfolio and ranks #37 among its holdings.

233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

Puff Wealth Management held 12,464 shares of Global X MLP ETF worth $608K as of Q4 2025.
Global X MLP ETF was a new Puff Wealth Management position in Q4 2025.
Global X MLP ETF made up 0.79% of Puff Wealth Management's portfolio in Q4 2025, its #37 holding.
233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Puff Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.