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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
2026
Q1 		– Sell
-2,417
Closed -$117K – 1715
2025
Q4 		$117K Buy
+2,417
New +$117K ﹤0.01% 785

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

SageView Advisory Group's MLPA Position: Q1 2026 in Review

SageView Advisory Group sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 2,417 shares — an estimated $117K sold.

SageView Advisory Group first reported a position in MLPA in Q4 2025 and held it in 1 quarter. The position peaked at $117K in Q4 2025. 245 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • SageView Advisory Group reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,417 Global X MLP ETF shares in Q1 2026, an estimated $117K.
  • SageView Advisory Group first reported a position in Global X MLP ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Global X MLP ETF position peaked at $117K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.