FOR
MLPD

Family Office Research’s Global X MLP & Energy Infrastructure Covered Call ETF MLPD Stock Holding History

Family Office Research’s Portfolio MLPD Stock Details MLPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,480
Closed -$210K – 85
2025
Q4 		$210K Sell
3,480
-241
-6% -$6.07K 0.09% 76
2025
Q3 		$233K Buy
+3,721
New +$94.3K 0.1% 69

Other funds holding MLPD

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Family Office Research's MLPD Position: Q1 2026 in Review

Family Office Research sold out of Global X MLP & Energy Infrastructure Covered Call ETF (MLPD) in Q1 2026, closing a stake of 3,480 shares — an estimated $210K sold.

Family Office Research first reported a position in MLPD in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 8 funds tracked by Wall St. Rank hold MLPD as of Q1 2026.

  • Family Office Research reported no remaining Global X MLP & Energy Infrastructure Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Family Office Research sold 3,480 Global X MLP & Energy Infrastructure Covered Call ETF shares in Q1 2026, an estimated $210K.
  • Family Office Research first reported a position in Global X MLP & Energy Infrastructure Covered Call ETF in Q3 2025 and held it in 2 quarters.
  • Family Office Research's Global X MLP & Energy Infrastructure Covered Call ETF position peaked at $233K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure Covered Call ETF as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.