SFI Advisors’s Global X MLP ETF MLPA Stock Holding History

SFI Advisors’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	-7,684	Closed	-$372K	–	56
2025 Q4	$372K	Sell	7,684 -4,377	-36%	-$211K	0.24%	50
2025 Q3	$584K	Sell	12,061 -518	-4%	-$25.8K	0.37%	43
2025 Q2	$631K	Sell	12,579 -1,075	-8%	-$53.5K	0.44%	41
2025 Q1	$727K	Buy	13,654 +4,124	+43%	+$217K	0.54%	39
2024 Q4	$471K	Sell	9,530 -39	-0.4%	-$1.91K	0.33%	48
2024 Q3	$459K	Buy	+9,569	New	+$459K	0.33%	52

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

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

SFI Advisors's MLPA Position: Q1 2026 in Review

SFI Advisors sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 7,684 shares — an estimated $372K sold.

SFI Advisors first reported a position in MLPA in Q3 2024 and held it in 6 quarters. The position peaked at $727K in Q1 2025. 244 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

SFI Advisors reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
SFI Advisors sold 7,684 Global X MLP ETF shares in Q1 2026, an estimated $372K.
SFI Advisors first reported a position in Global X MLP ETF in Q3 2024 and held it in 6 quarters.
SFI Advisors's Global X MLP ETF position peaked at $727K in Q1 2025.
244 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.