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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
Q2 		$26.1K Hold
492
– – ﹤0.01% 720
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 $1.89T 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
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SHP Wealth Management's MLPA Position: Q2 2026 in Review

SHP Wealth Management held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 492 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

SHP Wealth Management first reported a position in MLPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.5K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • SHP Wealth Management held 492 shares of Global X MLP ETF worth $26.1K as of Q2 2026.
  • SHP Wealth Management left its Global X MLP ETF share count unchanged in Q2 2026.
  • Global X MLP ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #720 holding.
  • SHP Wealth Management first reported a position in Global X MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Global X MLP ETF position peaked at $26.5K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.