Fermata Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Fermata Advisors’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	$1.44M	Buy	19,521 +1,318	+7%	+$96.9K	0.29%	86
2026 Q1	$1.35M	Buy	18,203 +732	+4%	+$49.8K	0.3%	83
2025 Q4	$1.06M	Sell	17,471 -635	-4%	-$38K	0.25%	88
2025 Q3	$1.14M	Buy	18,106 +1,650	+10%	+$101K	0.29%	80
2025 Q2	$1.03M	Buy	+16,456	New	+$999K	0.28%	89
2023 Q1	–	Sell	-6,198	Closed	-$253K	–	121
2022 Q4	$253K	Buy	+6,198	New	+$255K	0.07%	121

Other funds holding MLPX

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Fermata Advisors's MLPX Position: Q2 2026 in Review

Fermata Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7.2% in Q2 2026, buying an estimated $96.9K and bringing the position to 19,521 shares worth $1.44M. The position accounts for 0.29% of the portfolio, ranked #86.

Fermata Advisors first reported a position in MLPX in Q4 2022 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Fermata Advisors held 19,521 shares of Global X MLP & Energy Infrastructure ETF worth $1.44M as of Q2 2026.
Fermata Advisors bought 1,318 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $96.9K.
Global X MLP & Energy Infrastructure ETF made up 0.29% of Fermata Advisors's portfolio in Q2 2026, its #86 holding.
Fermata Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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