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Sunbelt Securities’s Global X MLP ETF MLPA Stock Holding History

Sunbelt 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
Q1 		$408K Buy
7,581
+2,000
+36% +$105K 0.03% 454
2025
Q4 		$270K Sell
5,581
-2,650
-32% -$128K 0.02% 555
2025
Q3 		$399K Sell
8,231
-9,815
-54% -$488K 0.03% 443
2025
Q2 		$892K Buy
18,046
+10,649
+144% +$530K 0.08% 220
2025
Q1 		$394K Sell
7,397
-10,649
-59% -$560K 0.04% 383
2024
Q4 		$889K Buy
18,046
+2,000
+12% +$98.1K 0.08% 221
2024
Q3 		$770K Buy
16,046
+1,600
+11% +$76.8K 0.08% 249
2024
Q2 		$701K Buy
14,446
+7,785
+117% +$370K 0.07% 250
2024
Q1 		$321K Sell
6,661
-373
-5% -$17.2K 0.04% 418
2023
Q4 		$312K Sell
7,034
-45
-0.6% -$2.01K 0.04% 402
2023
Q3 		$316K Hold
7,079
– – 0.04% 393
2023
Q2 		$304K Hold
7,079
– – 0.04% 389
2023
Q1 		$296K Sell
7,079
-1,333
-16% -$56.4K 0.05% 365
2022
Q4 		$347K Hold
8,412
– – 0.07% 314
2022
Q3 		$332K Hold
8,412
– – 0.07% 303
2022
Q2 		$310K Hold
8,412
– – 0.07% 330
2022
Q1 		$343K Sell
8,412
-12,016
-59% -$468K 0.06% 329
2021
Q4 		$805K Sell
20,428
-1,814
-8% -$65.1K 0.13% 185
2021
Q3 		$799K Hold
22,242
– – 0.14% 171
2021
Q2 		$799K Sell
22,242
-2,133
-9% -$78.5K 0.14% 171
2021
Q1 		$806K Buy
24,375
+1,650
+7% +$51.4K 0.16% 164
2020
Q4 		$623K Buy
22,725
+9,831
+76% +$254K 0.13% 191
2020
Q3 		$283K Hold
12,894
– – 0.08% 265
2020
Q2 		$351K Buy
12,894
+1,394
+12% +$37.6K 0.12% 205
2020
Q1 		$217K Sell
11,500
-667
-5% -$24.9K 0.01% 337
2019
Q4 		$575K Buy
12,167
+1,767
+17% +$82.4K 0.06% 286
2019
Q3 		$523K Buy
+10,400
New +$536K 0.06% 288

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Sunbelt Securities's MLPA Position: Q1 2026 in Review

Sunbelt Securities increased its Global X MLP ETF (MLPA) stake by 36% in Q1 2026, buying an estimated $105K and bringing the position to 7,581 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #454.

Sunbelt Securities first reported a position in MLPA in Q3 2019 and has held it in 27 quarters since. The position peaked at $892K in Q2 2025. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Sunbelt Securities held 7,581 shares of Global X MLP ETF worth $408K as of Q1 2026.
  • Sunbelt Securities bought 2,000 Global X MLP ETF shares in Q1 2026, an estimated $105K.
  • Global X MLP ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #454 holding.
  • Sunbelt Securities first reported a position in Global X MLP ETF in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's Global X MLP ETF position peaked at $892K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.