Sowell Financial Services’s Global X MLP ETF MLPA Stock Holding History

Sowell Financial Services’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	$527K	Sell	9,920 -200	-2%	-$10.8K	0.02%	627
2026 Q1	$545K	Buy	+10,120	New	+$530K	0.02%	612
2020 Q4	–	Sell	-69	Closed	-$2K	–	2797
2020 Q3	$2K	Hold	69	–	–	﹤0.01%	2237
2020 Q2	$2K	Hold	69	–	–	﹤0.01%	2180
2020 Q1	$1K	Hold	69	–	–	﹤0.01%	2280
2019 Q4	$3K	Hold	69	–	–	﹤0.01%	2074
2019 Q3	$3K	Buy	+69	New	+$3.56K	﹤0.01%	1949

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

Sowell Financial Services's MLPA Position: Q2 2026 in Review

Sowell Financial Services reduced its Global X MLP ETF (MLPA) stake by 2% in Q2 2026, selling an estimated $10.8K and leaving 9,920 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #627.

Sowell Financial Services first reported a position in MLPA in Q3 2019 and has held it in 7 quarters since. The position peaked at $545K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Sowell Financial Services held 9,920 shares of Global X MLP ETF worth $527K as of Q2 2026.
Sowell Financial Services sold 200 Global X MLP ETF shares in Q2 2026, an estimated $10.8K.
Global X MLP ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #627 holding.
Sowell Financial Services first reported a position in Global X MLP ETF in Q3 2019 and has held it in 7 quarters since.
Sowell Financial Services's Global X MLP ETF position peaked at $545K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.