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WCG Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

WCG 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
2025
Q4 		– Sell
-11,232
Closed -$544K – 512
2025
Q3 		$544K Buy
11,232
+212
+2% +$10.5K 0.03% 286
2025
Q2 		$553K Buy
+11,020
New +$549K 0.04% 280

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WCG Wealth Advisors's MLPA Position: Q4 2025 in Review

WCG Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 11,232 shares — an estimated $544K sold.

WCG Wealth Advisors first reported a position in MLPA in Q2 2025 and held it in 2 quarters. The position peaked at $553K in Q2 2025. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • WCG Wealth Advisors reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,232 Global X MLP ETF shares in Q4 2025, an estimated $544K.
  • WCG Wealth Advisors first reported a position in Global X MLP ETF in Q2 2025 and held it in 2 quarters.
  • WCG Wealth Advisors's Global X MLP ETF position peaked at $553K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.