Fermata Advisors’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$645K Sell
12,113
-1,064
-8% -$59.5K 0.12% 144
2026
Q2
$699K Buy
13,177
+114
+0.9% +$6.14K 0.14% 127
2026
Q1
$704K Sell
13,063
-1,163
-8% -$60.9K 0.16% 118
2025
Q4
$689K Sell
14,226
-827
-5% -$39.9K 0.17% 113
2025
Q3
$729K Sell
15,053
-4,095
-21% -$204K 0.18% 104
2025
Q2
$961K Buy
19,148
+7,336
+62% +$365K 0.26% 92
2025
Q1
$629K Buy
11,812
+74
+0.6% +$3.89K 0.11% 135
2024
Q4
$580K Buy
11,738
+78
+0.7% +$3.83K 0.11% 130
2024
Q3
$559K Buy
11,660
+1,232
+12% +$59.2K 0.11% 112
2024
Q2
$506K Buy
10,428
+2,157
+26% +$102K 0.12% 111
2024
Q1
$399K Buy
8,271
+1,514
+22% +$69.9K 0.09% 126
2023
Q4
$299K Sell
6,757
-490
-7% -$21.9K 0.07% 130
2023
Q3
$323K Buy
+7,247
New +$317K 0.09% 121
2023
Q2
– Sell
-4,965
Closed -$207K – 94
2023
Q1
$207K Sell
4,965
-1,379
-22% -$58.3K 0.12% 98
2022
Q4
$262K Buy
+6,344
New +$266K 0.08% 118

Other funds holding MLPA

Fermata Advisors's MLPA Position: Q3 2026 in Review

Fermata Advisors reduced its Global X MLP ETF (MLPA) stake by 8.1% in Q3 2026, selling an estimated $59.5K and leaving 12,113 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #144.

Fermata Advisors first reported a position in MLPA in Q4 2022 and has held it in 15 quarters since. The position peaked at $961K in Q2 2025. 48 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

  • Fermata Advisors held 12,113 shares of Global X MLP ETF worth $645K as of Q3 2026.
  • Fermata Advisors sold 1,064 Global X MLP ETF shares in Q3 2026, an estimated $59.5K.
  • Global X MLP ETF made up 0.12% of Fermata Advisors's portfolio in Q3 2026, its #144 holding.
  • Fermata Advisors first reported a position in Global X MLP ETF in Q4 2022 and has held it in 15 quarters since.
  • Fermata Advisors's Global X MLP ETF position peaked at $961K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.