Austin Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
5,208
-1,363
-21% -$70.3K 0.05% 115
2025
Q1
$334K Sell
6,571
-125
-2% -$6.36K 0.07% 93
2024
Q4
$355K Sell
6,696
-632
-9% -$33.5K 0.07% 90
2024
Q3
$357K Buy
7,328
+109
+2% +$5.31K 0.08% 86
2024
Q2
$353K Buy
7,219
+97
+1% +$4.74K 0.08% 85
2024
Q1
$336K Buy
7,122
+416
+6% +$19.6K 0.08% 84
2023
Q4
$309K Buy
6,706
+260
+4% +$12K 0.08% 91
2023
Q3
$291K Buy
+6,446
New +$291K 0.09% 80