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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
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

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DDFG Inc's MLPX Position: Q2 2026 in Review

DDFG Inc reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 57% in Q2 2026, selling an estimated $5.74M and leaving 58,507 shares worth $4.31M. The position accounts for 0.86% of the portfolio, ranked #28.

DDFG Inc first reported a position in MLPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.1M in Q1 2026. 156 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • DDFG Inc held 58,507 shares of Global X MLP & Energy Infrastructure ETF worth $4.31M as of Q2 2026.
  • DDFG Inc sold 78,062 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $5.74M.
  • Global X MLP & Energy Infrastructure ETF made up 0.86% of DDFG Inc's portfolio in Q2 2026, its #28 holding.
  • DDFG Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • DDFG Inc's Global X MLP & Energy Infrastructure ETF position peaked at $10.1M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.