Silver Oak Securities’s Global X MLP ETF MLPA Stock Holding History

Silver Oak Securities’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	$301K	Sell	5,668 -373	-6%	-$20.1K	0.02%	641
2026 Q1	$325K	Sell	6,041 -13,114	-68%	-$687K	0.02%	572
2025 Q4	$928K	Sell	19,155 -19	-0.1%	-$916	0.06%	304
2025 Q3	$928K	Sell	19,174 -828	-4%	-$41.2K	0.07%	278
2025 Q2	$1M	Sell	20,002 -17	-0.1%	-$847	0.08%	252
2025 Q1	$1.07M	Buy	20,019 +5,748	+40%	+$302K	0.1%	222
2024 Q4	$703K	Buy	14,271 +1,261	+10%	+$61.9K	0.07%	304
2024 Q3	$620K	Sell	13,010 -4,755	-27%	-$228K	0.07%	292
2024 Q2	$862K	Buy	17,765 +176	+1%	+$8.36K	0.13%	152
2024 Q1	$848K	Sell	17,589 -5,363	-23%	-$248K	0.13%	166
2023 Q4	$1.02M	Buy	+22,952	New	+$1.02M	0.14%	162
2023 Q1	–	Sell	-21,264	Closed	-$878K	–	410
2022 Q4	$878K	Buy	+21,264	New	+$891K	0.16%	102
2022 Q3	–	Sell	-16,785	Closed	-$641K	–	478
2022 Q2	$641K	Buy	+16,785	New	+$680K	0.14%	112

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

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

Silver Oak Securities's MLPA Position: Q2 2026 in Review

Silver Oak Securities reduced its Global X MLP ETF (MLPA) stake by 6.2% in Q2 2026, selling an estimated $20.1K and leaving 5,668 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #641.

Silver Oak Securities first reported a position in MLPA in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2025. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Silver Oak Securities held 5,668 shares of Global X MLP ETF worth $301K as of Q2 2026.
Silver Oak Securities sold 373 Global X MLP ETF shares in Q2 2026, an estimated $20.1K.
Global X MLP ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #641 holding.
Silver Oak Securities first reported a position in Global X MLP ETF in Q2 2022 and has held it in 13 quarters since.
Silver Oak Securities's Global X MLP ETF position peaked at $1.07M in Q1 2025.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.