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

Smallwood Wealth Investment 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 		$8.12K Hold
153
– – ﹤0.01% 343
2026
Q1 		$8.24K Hold
153
– – ﹤0.01% 337
2025
Q4 		$7.41K Hold
153
– – ﹤0.01% 331
2025
Q3 		$7.41K Hold
153
– – ﹤0.01% 333
2025
Q2 		$7.68K Hold
153
– – ﹤0.01% 336
2025
Q1 		$8.14K Buy
+153
New +$8.04K 0.01% 325

Other funds holding MLPA

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's MLPA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 153 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Smallwood Wealth Investment Management first reported a position in MLPA in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.24K in Q1 2026. 76 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Smallwood Wealth Investment Management held 153 shares of Global X MLP ETF worth $8.12K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Global X MLP ETF share count unchanged in Q2 2026.
  • Global X MLP ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #343 holding.
  • Smallwood Wealth Investment Management first reported a position in Global X MLP ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Global X MLP ETF position peaked at $8.24K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.