Root Financial Partners’s Global X MLP ETF MLPA Stock Holding History

Root Financial Partners’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	$4.37K	Buy	+82	New	+$4.58K	﹤0.01%	2275

Other funds holding MLPA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Root Financial Partners's MLPA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X MLP ETF (MLPA) in Q3 2026: 82 shares worth $4.37K. The stake represents ﹤0.01% of the portfolio and ranks #2275 among its holdings.

236 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Root Financial Partners held 82 shares of Global X MLP ETF worth $4.37K as of Q3 2026.
Global X MLP ETF was a new Root Financial Partners position in Q3 2026.
Global X MLP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2275 holding.
236 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.