Redwood Family Wealth’s Global X MLP ETF MLPA Stock Holding History

Redwood Family Wealth’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	$292K	Hold	5,500	–	–	0.26%	76
2026 Q1	$296K	Hold	5,500	–	–	0.29%	69
2025 Q4	$266K	Buy	+5,500	New	+$265K	0.26%	78

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

Redwood Family Wealth's MLPA Position: Q2 2026 in Review

Redwood Family Wealth held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 5,500 shares worth $292K. The position accounts for 0.26% of the portfolio, ranked #76.

Redwood Family Wealth first reported a position in MLPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $296K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Redwood Family Wealth held 5,500 shares of Global X MLP ETF worth $292K as of Q2 2026.
Redwood Family Wealth left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.26% of Redwood Family Wealth's portfolio in Q2 2026, its #76 holding.
Redwood Family Wealth first reported a position in Global X MLP ETF in Q4 2025 and has held it in 3 quarters since.
Redwood Family Wealth's Global X MLP ETF position peaked at $296K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.