UBS Group
MLPD

UBS Group’s Global X MLP & Energy Infrastructure Covered Call ETF MLPD Stock Holding History

UBS Group’s Portfolio MLPD Stock Details MLPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-295
Closed -$7.37K – 11329
2025
Q4 		$7.37K Buy
+295
New +$7.42K ﹤0.01% 8452
2024
Q4 		– Sell
-53
Closed -$1.34K – 10524
2024
Q3 		$1.34K Sell
53
-15
-22% -$379 ﹤0.01% 8659
2024
Q2 		$1.71K Buy
+68
New +$1.7K ﹤0.01% 8515

Other funds holding MLPD

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group's MLPD Position: Q1 2026 in Review

UBS Group sold out of Global X MLP & Energy Infrastructure Covered Call ETF (MLPD) in Q1 2026, closing a stake of 295 shares — an estimated $7.37K sold.

UBS Group first reported a position in MLPD in Q2 2024 and held it in 3 quarters. The position peaked at $7.37K in Q4 2025. 8 funds tracked by Wall St. Rank hold MLPD as of Q1 2026.

  • UBS Group reported no remaining Global X MLP & Energy Infrastructure Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 295 Global X MLP & Energy Infrastructure Covered Call ETF shares in Q1 2026, an estimated $7.37K.
  • UBS Group first reported a position in Global X MLP & Energy Infrastructure Covered Call ETF in Q2 2024 and held it in 3 quarters.
  • UBS Group's Global X MLP & Energy Infrastructure Covered Call ETF position peaked at $7.37K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure Covered Call ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.