Wiser Advisor Group’s Global X MLP ETF MLPA Stock Holding History

Wiser Advisor Group’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	$1.93M	Buy	36,302 +293	+0.8%	+$15.8K	2.11%	18
2026 Q1	$1.94M	Buy	36,009 +9,973	+38%	+$522K	2.35%	15
2025 Q4	$1.26M	Sell	26,036 -484	-2%	-$23.3K	1.44%	28
2025 Q3	$1.28M	Buy	+26,520	New	+$1.32M	1.6%	24
2025 Q2	–	Sell	-19,825	Closed	-$1.06M	–	170
2025 Q1	$1.06M	Buy	19,825 +6,417	+48%	+$337K	1.56%	23
2024 Q4	$662K	Buy	13,408 +739	+6%	+$36.3K	0.96%	27
2024 Q3	$608K	Buy	12,669 +373	+3%	+$17.9K	0.91%	28
2024 Q2	$596K	Buy	12,296 +1,474	+14%	+$70K	0.94%	26
2024 Q1	$523K	Buy	10,822 +2,493	+30%	+$115K	0.82%	28
2023 Q4	$369K	Buy	+8,329	New	+$372K	0.61%	34

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

Wiser Advisor Group's MLPA Position: Q2 2026 in Review

Wiser Advisor Group increased its Global X MLP ETF (MLPA) stake by 0.81% in Q2 2026, buying an estimated $15.8K and bringing the position to 36,302 shares worth $1.93M. The position accounts for 2.11% of the portfolio, ranked #18.

Wiser Advisor Group first reported a position in MLPA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q1 2026. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Wiser Advisor Group held 36,302 shares of Global X MLP ETF worth $1.93M as of Q2 2026.
Wiser Advisor Group bought 293 Global X MLP ETF shares in Q2 2026, an estimated $15.8K.
Global X MLP ETF made up 2.11% of Wiser Advisor Group's portfolio in Q2 2026, its #18 holding.
Wiser Advisor Group first reported a position in Global X MLP ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Global X MLP ETF position peaked at $1.94M in Q1 2026.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.