Congress Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Sell	28,228 -606	-2%	-$38K	0.02%	580
2025 Q1	$1.85M	Buy	28,834 +21,616	+299%	+$1.39M	0.02%	508
2024 Q4	$437K	Buy	+7,218	New	+$437K	0.01%	669