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Rothschild Investment LLC’s Global X MLP ETF MLPA Stock Holding History

Rothschild Investment LLC’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 		$32.4K Hold
610
– – ﹤0.01% 1371
2026
Q1 		$32.9K Hold
610
– – ﹤0.01% 1240
2025
Q4 		$29.5K Hold
610
– – ﹤0.01% 1189
2025
Q3 		$29.5K Hold
610
– – ﹤0.01% 1136
2025
Q2 		$30.6K Hold
610
– – ﹤0.01% 906
2025
Q1 		$32.5K Hold
610
– – ﹤0.01% 883
2024
Q4 		$30.1K Hold
610
– – ﹤0.01% 906
2024
Q3 		$29.3K Hold
610
– – ﹤0.01% 911
2024
Q2 		$29.6K Hold
610
– – ﹤0.01% 886
2024
Q1 		$29.4K Buy
+610
New +$28.2K ﹤0.01% 834

Other funds holding MLPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Rothschild Investment LLC's MLPA Position: Q2 2026 in Review

Rothschild Investment LLC held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 610 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Rothschild Investment LLC first reported a position in MLPA in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.9K in Q1 2026. 165 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Rothschild Investment LLC held 610 shares of Global X MLP ETF worth $32.4K as of Q2 2026.
  • Rothschild Investment LLC left its Global X MLP ETF share count unchanged in Q2 2026.
  • Global X MLP ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1371 holding.
  • Rothschild Investment LLC first reported a position in Global X MLP ETF in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Global X MLP ETF position peaked at $32.9K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.