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 Q3	$1.36M	Sell	19,492 -29	-0.1%	-$2.16K	0.26%	90
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

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Fermata Advisors's MLPX Position: Q3 2026 in Review

Fermata Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.15% in Q3 2026, selling an estimated $2.16K and leaving 19,492 shares worth $1.36M. The position accounts for 0.26% of the portfolio, ranked #90.

Fermata Advisors first reported a position in MLPX in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2026. 61 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Fermata Advisors held 19,492 shares of Global X MLP & Energy Infrastructure ETF worth $1.36M as of Q3 2026.
Fermata Advisors sold 29 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $2.16K.
Global X MLP & Energy Infrastructure ETF made up 0.26% of Fermata Advisors's portfolio in Q3 2026, its #90 holding.
Fermata Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 7 quarters since.
Fermata Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.44M in Q2 2026.
61 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

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