U.S. Capital Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

U.S. Capital Wealth Advisors’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	$581K	Sell	10,777 -234	-2%	-$12.3K	0.01%	648
2025 Q4	$533K	Buy	11,011 +234	+2%	+$11.3K	0.01%	644
2025 Q3	$522K	Hold	10,777	–	–	0.01%	629
2025 Q2	$541K	Sell	10,777 -375	-3%	-$18.7K	0.02%	574
2025 Q1	$594K	Buy	11,152 +6,875	+161%	+$362K	0.02%	544
2024 Q4	$211K	Hold	4,277	–	–	0.01%	765
2024 Q3	$205K	Sell	4,277 -20	-0.5%	-$960	0.01%	667
2024 Q2	$208K	Sell	4,297 -8,348	-66%	-$397K	0.01%	632
2024 Q1	$610K	Hold	12,645	–	–	0.02%	426
2023 Q4	$560K	Hold	12,645	–	–	0.02%	431
2023 Q3	$564K	Hold	12,645	–	–	0.03%	410
2023 Q2	$543K	Buy	12,645 +4,277	+51%	+$180K	0.03%	428
2023 Q1	$348K	Buy	8,368 +4,129	+97%	+$175K	0.02%	506
2022 Q4	$175K	Sell	4,239 -861	-17%	-$36.1K	0.01%	635
2022 Q3	$201K	Buy	+5,100	New	+$206K	0.01%	595

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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 $169M AUM

U.S. Capital Wealth Advisors's MLPA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Global X MLP ETF (MLPA) stake by 2.1% in Q1 2026, selling an estimated $12.3K and leaving 10,777 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #648.

U.S. Capital Wealth Advisors first reported a position in MLPA in Q3 2022 and has held it in 15 quarters since. The position peaked at $610K in Q1 2024. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

U.S. Capital Wealth Advisors held 10,777 shares of Global X MLP ETF worth $581K as of Q1 2026.
U.S. Capital Wealth Advisors sold 234 Global X MLP ETF shares in Q1 2026, an estimated $12.3K.
Global X MLP ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #648 holding.
U.S. Capital Wealth Advisors first reported a position in Global X MLP ETF in Q3 2022 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's Global X MLP ETF position peaked at $610K in Q1 2024.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.