Raymond James Financial
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS AM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Raymond James Financial's MLPA Position: Q1 2026 in Review

Raymond James Financial increased its Global X MLP ETF (MLPA) stake by 5.5% in Q1 2026, buying an estimated $1.91M and bringing the position to 697,228 shares worth $37.6M. The position accounts for 0.01% of the portfolio, ranked #1036.

Raymond James Financial first reported a position in MLPA in Q4 2024 and has held it in 6 quarters since. The position peaked at $40M in Q1 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Raymond James Financial held 697,228 shares of Global X MLP ETF worth $37.6M as of Q1 2026.
  • Raymond James Financial bought 36,503 Global X MLP ETF shares in Q1 2026, an estimated $1.91M.
  • Global X MLP ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1036 holding.
  • Raymond James Financial first reported a position in Global X MLP ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Global X MLP ETF position peaked at $40M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.