WANY
MLPA icon

Wealthspire Advisors (New York)’s Global X MLP ETF MLPA Stock Holding History

Wealthspire Advisors (New York)’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
-1,039
Closed -$50.3K – 2158
2025
Q3 		$50.3K Buy
+1,039
New +$51.7K ﹤0.01% 1248

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 $445B AUM 25.58% 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 $5.7B AUM 32.06% 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

Wealthspire Advisors (New York)'s MLPA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Global X MLP ETF (MLPA) in Q4 2025, closing a stake of 1,039 shares — an estimated $50.3K sold.

Wealthspire Advisors (New York) first reported a position in MLPA in Q3 2025 and held it in 1 quarter. The position peaked at $50.3K in Q3 2025. 234 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Global X MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,039 Global X MLP ETF shares in Q4 2025, an estimated $50.3K.
  • Wealthspire Advisors (New York) first reported a position in Global X MLP ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Global X MLP ETF position peaked at $50.3K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.