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DDFG Inc’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

DDFG Inc’s Portfolio MLPX Stock Details MLPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.2M Buy
60,085
+1,578
+3% +$118K 0.83% 29
2026
Q2 		$4.31M Sell
58,507
-78,062
-57% -$5.74M 0.86% 28
2026
Q1 		$10.1M Buy
+136,569
New +$9.3M 2.18% 16

Other funds holding MLPX

Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

DDFG Inc's MLPX Position: Q3 2026 in Review

DDFG Inc increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.7% in Q3 2026, buying an estimated $118K and bringing the position to 60,085 shares worth $4.2M. The position accounts for 0.83% of the portfolio, ranked #29.

DDFG Inc first reported a position in MLPX in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.1M in Q1 2026. 133 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

  • DDFG Inc held 60,085 shares of Global X MLP & Energy Infrastructure ETF worth $4.2M as of Q3 2026.
  • DDFG Inc bought 1,578 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $118K.
  • Global X MLP & Energy Infrastructure ETF made up 0.83% of DDFG Inc's portfolio in Q3 2026, its #29 holding.
  • DDFG Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and has held it in 3 quarters since.
  • DDFG Inc's Global X MLP & Energy Infrastructure ETF position peaked at $10.1M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.