Fiduciary Alliance’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Fiduciary Alliance’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	$7.15M	Sell	102,405 -19,617	-16%	-$1.46M	0.54%	44
2026 Q2	$8.99M	Buy	122,022 +1,531	+1%	+$113K	0.61%	39
2026 Q1	$8.52M	Buy	120,491 +13,478	+13%	+$918K	0.51%	54
2025 Q4	$6.48M	Buy	107,013 +10,621	+11%	+$636K	0.42%	58
2025 Q3	$6.04M	Sell	96,392 -2,195	-2%	-$134K	0.4%	62
2025 Q2	$6.18M	Buy	98,587 +3,417	+4%	+$208K	0.46%	60
2025 Q1	$6.07M	Buy	95,170 +1,016	+1%	+$64K	0.6%	41
2024 Q4	$5.7M	Buy	94,154 +20,138	+27%	+$1.2M	0.58%	49
2024 Q3	$4.03M	Buy	74,016 +2,776	+4%	+$147K	0.53%	52
2024 Q2	$3.66M	Buy	71,240 +9,930	+16%	+$489K	0.59%	48
2024 Q1	$3M	Sell	61,310 -5,273	-8%	-$240K	0.53%	54
2023 Q4	$2.97M	Buy	66,583 +7,401	+13%	+$322K	0.59%	48
2023 Q3	$2.51M	Buy	59,182 +3,532	+6%	+$150K	0.58%	46
2023 Q2	$2.31M	Buy	55,650 +795	+1%	+$31.9K	0.5%	51
2023 Q1	$2.19M	Buy	54,855 +1,013	+2%	+$41.3K	0.55%	49
2022 Q4	$2.19M	Buy	+53,842	New	+$2.22M	0.57%	50

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

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

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Fiduciary Alliance's MLPX Position: Q3 2026 in Review

Fiduciary Alliance reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 16% in Q3 2026, selling an estimated $1.46M and leaving 102,405 shares worth $7.15M. The position accounts for 0.54% of the portfolio, ranked #44.

Fiduciary Alliance first reported a position in MLPX in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.99M in Q2 2026. 68 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Fiduciary Alliance held 102,405 shares of Global X MLP & Energy Infrastructure ETF worth $7.15M as of Q3 2026.
Fiduciary Alliance sold 19,617 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $1.46M.
Global X MLP & Energy Infrastructure ETF made up 0.54% of Fiduciary Alliance's portfolio in Q3 2026, its #44 holding.
Fiduciary Alliance first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 16 quarters since.
Fiduciary Alliance's Global X MLP & Energy Infrastructure ETF position peaked at $8.99M in Q2 2026.
68 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.