Westside Investment Management’s Global X MLP ETF MLPA Stock Holding History

Westside Investment Management’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 Q2	–	Sell	-158	Closed	-$8.51K	–	1485
2026 Q1	$8.51K	Hold	158	–	–	﹤0.01%	1146
2025 Q4	$7.65K	Hold	158	–	–	﹤0.01%	1155
2025 Q3	$7.65K	Hold	158	–	–	﹤0.01%	1179
2025 Q2	$7.93K	Hold	158	–	–	﹤0.01%	1027
2025 Q1	$8.41K	Hold	158	–	–	﹤0.01%	705
2024 Q4	$7.81K	Hold	158	–	–	﹤0.01%	719
2024 Q3	$7.58K	Hold	158	–	–	﹤0.01%	722
2024 Q2	$7.66K	Hold	158	–	–	﹤0.01%	697
2024 Q1	$7.62K	Hold	158	–	–	﹤0.01%	668
2023 Q4	$7K	Hold	158	–	–	﹤0.01%	656
2023 Q3	$7.04K	Hold	158	–	–	﹤0.01%	646
2023 Q2	$6.78K	Hold	158	–	–	﹤0.01%	654
2023 Q1	$6.57K	Hold	158	–	–	﹤0.01%	663
2022 Q4	$6	Hold	158	–	–	﹤0.01%	680
2022 Q3	$6	Hold	158	–	–	﹤0.01%	668
2022 Q2	$5	Hold	158	–	–	﹤0.01%	683
2022 Q1	$6	Hold	158	–	–	﹤0.01%	664
2021 Q4	$5	Hold	158	–	–	﹤0.01%	674
2021 Q3	$5	Hold	158	–	–	﹤0.01%	656
2021 Q2	$6	Hold	158	–	–	﹤0.01%	619
2021 Q1	$5	Buy	+158	New	+$4.92K	﹤0.01%	629

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

MFS

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

ECM

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

Westside Investment Management's MLPA Position: Q2 2026 in Review

Westside Investment Management sold out of Global X MLP ETF (MLPA) in Q2 2026, closing a stake of 158 shares — an estimated $8.51K sold.

Westside Investment Management first reported a position in MLPA in Q1 2021 and held it in 21 quarters. The position peaked at $8.51K in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Westside Investment Management reported no remaining Global X MLP ETF position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 158 Global X MLP ETF shares in Q2 2026, an estimated $8.51K.
Westside Investment Management first reported a position in Global X MLP ETF in Q1 2021 and held it in 21 quarters.
Westside Investment Management's Global X MLP ETF position peaked at $8.51K in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.