Cascade Financial Partners, LLC MLPA — GLOBAL X FDS

Ownership history in Cascade Financial Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Cascade Financial Partners, LLC reported GLOBAL X FDS (MLPA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.76% in 2024 Q1. The latest visible filing shows MLPA at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cascade Financial Partners, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLPA was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MLPA stock page Cascade Financial Partners, LLC fund profile Cascade Financial Partners, LLC full holdings
How Cascade Financial Partners, LLC held MLPA — position size vs. price
% of Fund (quarterly)    MLPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 94,920 -4,267 -4.3% 0.53% $5.1M 2026-05-12 $54.36
2025 Q4 REDUCED — — — 99,187 -550 -0.6% 0.49% $4.8M 2026-02-06 $50.21
2025 Q3 REDUCED — — — 99,737 -3,899 -3.8% 0.55% $4.8M 2025-10-21 $44.96
2025 Q2 REDUCED — — — 103,636 -2,546 -2.4% 0.63% $5.2M 2025-08-07 $46.62
2025 Q1 REDUCED — — — 106,182 -1,932 -1.8% 0.71% $5.7M 2025-05-13 $46.55
2024 Q4 REDUCED — — — 108,114 -500 -0.5% 0.70% $5.3M 2025-02-07 $47.82
2024 Q3 REDUCED — — — 108,614 -1,101 -1.0% 0.65% $5.2M 2024-10-25 $41.85
2024 Q2 REDUCED — — — 109,715 -2,480 -2.2% 0.70% $5.3M 2024-07-31 $41.83
2024 Q1 INITIATED — — — 112,195 — — 0.76% $5.3M 2024-05-14 $40.65

🏢 Other funds also holding MLPA

As of 2026 Q1 — sorted by position size

Madrid Financial Services 14.97% MATRIX PRIVATE CAPITAL GROUP LLC 3Y 3.68% Legacy Wealth Asset Management, LLC 3Y 2.99% Point Nemo Capital, LLC 2.48% Barry Investment Advisors, LLC 3Y 7Y 2.43% Wiser Advisor Group LLC 2.35% ADVISORS MANAGEMENT GROUP INC /ADV 3Y 7Y 2.14% Guild Investment Management, Inc. 3Y 7Y 1.58% Meixler Investment Management, Ltd. 3Y 1.45% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.4%

FAQ About Cascade Financial Partners, LLC and MLPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cascade Financial Partners, LLC reported owning MLPA?

Cascade Financial Partners, LLC reported MLPA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MLPA position in Cascade Financial Partners, LLC's portfolio?

The largest reported portfolio weight for MLPA was 0.76% in 2024 Q1.

What is the latest reported MLPA position on this page?

The most recent filing on this page is 2026 Q1, when Cascade Financial Partners, LLC reported 94,920 shares, equal to 0.53% of portfolio, with an estimated market value of $5.1M.

What does the chart on this MLPA ownership page compare?

The chart compares Cascade Financial Partners, LLC's quarterly MLPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cascade Financial Partners, LLC time their MLPA position?

Based on 13F filing dates vs. subsequent MLPA price moves, Cascade Financial Partners, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on MLPA relative to SPY over the holding period was +10.4%.

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