Sonora Investment Management Group’s Global X MLP ETF MLPA Stock Holding History

Sonora Investment Management Group’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
2025 Q3	$5.7M	Buy	117,624 +13,171	+13%	+$655K	0.4%	61
2025 Q2	$5.24M	Buy	104,453 +8,054	+8%	+$401K	0.39%	62
2025 Q1	$5.13M	Buy	96,399 +14,920	+18%	+$785K	0.41%	65
2024 Q4	$4.03M	Buy	81,479 +17,090	+27%	+$839K	0.31%	74
2024 Q3	$3.09M	Buy	64,389 +11,268	+21%	+$541K	0.23%	89
2024 Q2	$2.56M	Hold	53,121	–	–	0.2%	99
2024 Q1	$2.56M	Buy	53,121 +5,405	+11%	+$250K	0.2%	99
2023 Q4	$2.11M	Buy	47,716 +3,195	+7%	+$143K	0.17%	105
2023 Q3	$1.99M	Buy	44,521 +10,348	+30%	+$453K	0.17%	109
2023 Q2	$1.47M	Buy	34,173 +4,170	+14%	+$175K	0.12%	122
2023 Q1	$1.25M	Buy	30,003 +1,714	+6%	+$72.5K	0.11%	123
2022 Q4	$1.17M	Buy	28,289 +21,129	+295%	+$885K	0.11%	125
2022 Q3	$264K	Hold	7,160	–	–	0.03%	168
2022 Q2	$264K	Buy	+7,160	New	+$290K	0.03%	201

Other funds holding MLPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management Group's MLPA Position: Q3 2025 in Review

Sonora Investment Management Group increased its Global X MLP ETF (MLPA) stake by 13% in Q3 2025, buying an estimated $655K and bringing the position to 117,624 shares worth $5.7M. The position accounts for 0.4% of the portfolio, ranked #61.

Sonora Investment Management Group first reported a position in MLPA in Q2 2022 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

Sonora Investment Management Group held 117,624 shares of Global X MLP ETF worth $5.7M as of Q3 2025.
Sonora Investment Management Group bought 13,171 Global X MLP ETF shares in Q3 2025, an estimated $655K.
Global X MLP ETF made up 0.4% of Sonora Investment Management Group's portfolio in Q3 2025, its #61 holding.
Sonora Investment Management Group first reported a position in Global X MLP ETF in Q2 2022 and has held it in 14 quarters since.
228 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.