Turning Point Benefit Group’s Global X MLP ETF MLPA Stock Holding History

Turning Point Benefit 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
2026 Q1	–	Sell	-26	Closed	-$1.26K	–	517
2025 Q4	$1.26K	Hold	26	–	–	﹤0.01%	526
2025 Q3	$1.26K	Buy	+26	New	+$1.29K	﹤0.01%	366

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

ECM

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

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Turning Point Benefit Group's MLPA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Global X MLP ETF (MLPA) in Q1 2026, closing a stake of 26 shares — an estimated $1.26K sold.

Turning Point Benefit Group first reported a position in MLPA in Q3 2025 and held it in 2 quarters. The position peaked at $1.26K in Q3 2025. 244 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Turning Point Benefit Group reported no remaining Global X MLP ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 26 Global X MLP ETF shares in Q1 2026, an estimated $1.26K.
Turning Point Benefit Group first reported a position in Global X MLP ETF in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Global X MLP ETF position peaked at $1.26K in Q3 2025.
244 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.