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

Fermata Advisors’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fermata Advisors's MLPA Position: Q2 2026 in Review

Fermata Advisors increased its Global X MLP ETF (MLPA) stake by 0.87% in Q2 2026, buying an estimated $6.14K and bringing the position to 13,177 shares worth $699K. The position accounts for 0.14% of the portfolio, ranked #127.

Fermata Advisors first reported a position in MLPA in Q4 2022 and has held it in 14 quarters since. The position peaked at $961K in Q2 2025. 32 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Fermata Advisors held 13,177 shares of Global X MLP ETF worth $699K as of Q2 2026.
  • Fermata Advisors bought 114 Global X MLP ETF shares in Q2 2026, an estimated $6.14K.
  • Global X MLP ETF made up 0.14% of Fermata Advisors's portfolio in Q2 2026, its #127 holding.
  • Fermata Advisors first reported a position in Global X MLP ETF in Q4 2022 and has held it in 14 quarters since.
  • Fermata Advisors's Global X MLP ETF position peaked at $961K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.