MLPA — GLOBAL X

Ownership history in Wiser Advisor Group LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in GLOBAL X (MLPA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.6% (2025 Q3)
Avg. % of fund
1.1%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,036 -484 -1.8% 1.44% $1.3M $47.48
2025 Q3 ADDED 26,520 +6,695 +33.8% 1.60% $1.3M $46.53
2025 Q1 ADDED 19,825 +6,417 +47.9% 1.56% $1.1M $49.24
2024 Q4 ADDED 13,408 +739 +5.8% 0.96% $662K $44.91
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MLPA price (monthly, adj. close)

Other funds also holding MLPA

As of 2025 Q4 — sorted by position size

MATRIX PRIVATE CAPITAL GROUP LLC 3Y 3.1% Legacy Wealth Asset Management, LLC 3Y 2.56% Barry Investment Advisors, LLC 3Y 7Y 2.2% ADVISORS MANAGEMENT GROUP INC /ADV 3Y 7Y 2.08% Guild Investment Management, Inc. 3Y 7Y 1.8% HERBST GROUP, LLC 3Y 1.3% Almanack Investment Partners, LLC. 3Y 7Y 0.96% Columbus Macro, LLC 3Y 7Y 0.88% Naviter Wealth, LLC 3Y 0.85% Anfield Capital Management, LLC 3Y 0.76%
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