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SageView Advisory Group’s Global X MLP ETF MLPA Stock Holding History

SageView Advisory Group’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
2025
Q4 		$117K Buy
+2,417
New +$117K ﹤0.01% 785

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SageView Advisory Group's MLPA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Global X MLP ETF (MLPA) in Q4 2025: 2,417 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • SageView Advisory Group held 2,417 shares of Global X MLP ETF worth $117K as of Q4 2025.
  • Global X MLP ETF was a new SageView Advisory Group position in Q4 2025.
  • Global X MLP ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #785 holding.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.