Raymond James Financial’s Global X MLP ETF MLPA Stock Holding History

Raymond James Financial’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 Q3	$39M	Buy	731,830 +70,437	+11%	+$3.94M	0.01%	1073
2026 Q2	$35.1M	Sell	661,393 -35,835	-5%	-$1.93M	0.01%	1161
2026 Q1	$37.6M	Buy	697,228 +36,503	+6%	+$1.91M	0.01%	1036
2025 Q4	$32M	Sell	660,725 -60,296	-8%	-$2.91M	0.01%	1117
2025 Q3	$34.9M	Sell	721,021 -18,848	-3%	-$938K	0.01%	1029
2025 Q2	$37.1M	Sell	739,869 -11,304	-2%	-$563K	0.01%	944
2025 Q1	$40M	Buy	751,173 +66,168	+10%	+$3.48M	0.02%	836
2024 Q4	$33.8M	Buy	+685,005	New	+$33.6M	0.01%	954

Other funds holding MLPA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Raymond James Financial's MLPA Position: Q3 2026 in Review

Raymond James Financial increased its Global X MLP ETF (MLPA) stake by 11% in Q3 2026, buying an estimated $3.94M and bringing the position to 731,830 shares worth $39M. The position accounts for 0.01% of the portfolio, ranked #1073.

Raymond James Financial first reported a position in MLPA in Q4 2024 and has held it in 8 quarters since. The position peaked at $40M in Q1 2025. 205 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Raymond James Financial held 731,830 shares of Global X MLP ETF worth $39M as of Q3 2026.
Raymond James Financial bought 70,437 Global X MLP ETF shares in Q3 2026, an estimated $3.94M.
Global X MLP ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1073 holding.
Raymond James Financial first reported a position in Global X MLP ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Global X MLP ETF position peaked at $40M in Q1 2025.
205 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.