Rockefeller Capital Management’s Global X MLP ETF MLPA Stock Holding History

Rockefeller Capital 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
2026 Q2	$14.8M	Buy	279,377 +8,264	+3%	+$445K	0.02%	583
2026 Q1	$14.6M	Sell	271,113 -128,110	-32%	-$6.71M	0.03%	541
2025 Q4	$19.3M	Buy	399,223 +94,623	+31%	+$4.56M	0.03%	447
2025 Q3	$14.7M	Sell	304,600 -904	-0.3%	-$45K	0.03%	511
2025 Q2	$15.3M	Sell	305,504 -8,357	-3%	-$416K	0.03%	467
2025 Q1	$16.7M	Sell	313,861 -965	-0.3%	-$50.7K	0.04%	416
2024 Q4	$15.6M	Sell	314,826 -4,598	-1%	-$226K	0.04%	408
2024 Q3	$15.3M	Buy	319,424 +844	+0.3%	+$40.5K	0.04%	415
2024 Q2	$15.5M	Sell	318,580 -14,215	-4%	-$675K	0.04%	392
2024 Q1	$16M	Sell	332,795 -55,044	-14%	-$2.54M	0.05%	389
2023 Q4	$17.2M	Buy	387,839 +25,329	+7%	+$1.13M	0.06%	318
2023 Q3	$16.2M	Buy	362,510 +862	+0.2%	+$37.8K	0.06%	312
2023 Q2	$15.5M	Sell	361,648 -1,357	-0.4%	-$57K	0.06%	334
2023 Q1	$15.1M	Sell	363,005 -1,268	-0.3%	-$53.6K	0.06%	324
2022 Q4	$15M	Buy	364,273 +55,058	+18%	+$2.31M	0.08%	283
2022 Q3	$12.2M	Buy	309,215 +271,975	+730%	+$11M	0.06%	305
2022 Q2	$1.37M	Buy	37,240 +33,555	+911%	+$1.36M	0.01%	888
2022 Q1	$147K	Sell	3,685 -1,912	-34%	-$74.5K	﹤0.01%	1820
2021 Q4	$195K	Buy	5,597 +23	+0.4%	+$825	﹤0.01%	1655
2021 Q3	$196K	Buy	5,574 +450	+9%	+$15.9K	﹤0.01%	1589
2021 Q2	$198K	Buy	5,124 +9	+0.2%	+$331	﹤0.01%	1511
2021 Q1	$169K	Buy	5,115 +2,600	+103%	+$81K	﹤0.01%	1382
2020 Q4	$68K	Sell	2,515 -48	-2%	-$1.24K	﹤0.01%	1572
2020 Q3	$56K	Sell	2,563 -1,028	-29%	-$26.2K	﹤0.01%	1471
2020 Q2	$98K	Buy	3,591 +1,978	+123%	+$53.4K	﹤0.01%	1173
2020 Q1	$30K	Buy	1,613 +10	+0.6%	+$373	﹤0.01%	1392
2019 Q4	$76K	Sell	1,603 -18	-1%	-$839	﹤0.01%	1036
2019 Q3	$82K	Buy	+1,621	New	+$83.5K	﹤0.01%	842

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

Rockefeller Capital Management's MLPA Position: Q2 2026 in Review

Rockefeller Capital Management increased its Global X MLP ETF (MLPA) stake by 3% in Q2 2026, buying an estimated $445K and bringing the position to 279,377 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #583.

Rockefeller Capital Management first reported a position in MLPA in Q3 2019 and has held it in 28 quarters since. The position peaked at $19.3M in Q4 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Rockefeller Capital Management held 279,377 shares of Global X MLP ETF worth $14.8M as of Q2 2026.
Rockefeller Capital Management bought 8,264 Global X MLP ETF shares in Q2 2026, an estimated $445K.
Global X MLP ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #583 holding.
Rockefeller Capital Management first reported a position in Global X MLP ETF in Q3 2019 and has held it in 28 quarters since.
Rockefeller Capital Management's Global X MLP ETF position peaked at $19.3M in Q4 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.