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SHP Wealth Management’s Global X MLP ETF MLPA Stock Holding History

SHP Wealth Management’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 		$26.5K Hold
492
– – ﹤0.01% 651
2025
Q4 		$23.8K Buy
+492
New +$23.7K ﹤0.01% 645

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

SHP Wealth Management's MLPA Position: Q1 2026 in Review

SHP Wealth Management held its Global X MLP ETF (MLPA) position steady in Q1 2026 at 492 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

SHP Wealth Management first reported a position in MLPA in Q4 2025 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • SHP Wealth Management held 492 shares of Global X MLP ETF worth $26.5K as of Q1 2026.
  • SHP Wealth Management left its Global X MLP ETF share count unchanged in Q1 2026.
  • Global X MLP ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #651 holding.
  • SHP Wealth Management first reported a position in Global X MLP ETF in Q4 2025 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.