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 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

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

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

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

Raymond James Financial's MLPA Position: Q2 2026 in Review

Raymond James Financial reduced its Global X MLP ETF (MLPA) stake by 5.1% in Q2 2026, selling an estimated $1.93M and leaving 661,393 shares worth $35.1M. The position accounts for 0.01% of the portfolio, ranked #1161.

Raymond James Financial first reported a position in MLPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $40M in Q1 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Raymond James Financial held 661,393 shares of Global X MLP ETF worth $35.1M as of Q2 2026.
Raymond James Financial sold 35,835 Global X MLP ETF shares in Q2 2026, an estimated $1.93M.
Global X MLP ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1161 holding.
Raymond James Financial first reported a position in Global X MLP ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Global X MLP ETF position peaked at $40M in Q1 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.