Cerity Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8M	Buy	159,884 +80,562	+102%	+$5.49M	0.02%	618
2025 Q4	$4.8M	Buy	79,322 +1,200	+2%	+$71.9K	0.01%	941
2025 Q3	$4.9M	Buy	78,122 +226	+0.3%	+$13.8K	0.01%	862
2025 Q2	$4.88M	Sell	77,896 -17	-0%	-$1.03K	0.01%	812
2025 Q1	$4.97M	Buy	77,913 +63	+0.1%	+$3.97K	0.01%	736
2024 Q4	$4.71M	Buy	77,850 +89	+0.1%	+$5.29K	0.01%	735
2024 Q3	$4.23M	Sell	77,761 -439	-0.6%	-$23.2K	0.01%	770
2024 Q2	$3.99M	Buy	78,200 +125	+0.2%	+$6.16K	0.01%	677
2024 Q1	$3.82M	Buy	78,075 +1,949	+3%	+$88.8K	0.01%	743
2023 Q4	$3.4M	Buy	+76,126	New	+$3.31M	0.01%	631
2023 Q3	–	Sell	-74,233	Closed	-$3.09M	–	1596
2023 Q2	$3.09M	Sell	74,233 -19	-0%	-$761	0.01%	616
2023 Q1	$2.97M	Sell	74,252 -3,621	-5%	-$148K	0.01%	602
2022 Q4	$3.17M	Buy	77,873 +70,953	+1,025%	+$2.92M	0.02%	449
2022 Q3	$259K	Buy	6,920 +48	+0.7%	+$1.95K	﹤0.01%	957
2022 Q2	$262K	Hold	6,872	–	–	﹤0.01%	964
2022 Q1	$294K	Hold	6,872	–	–	﹤0.01%	733
2021 Q4	$243K	Buy	+6,872	New	+$253K	﹤0.01%	862