IFG
MLPD

Independent Financial Group’s Global X MLP & Energy Infrastructure Covered Call ETF MLPD Stock Holding History

Independent Financial Group’s Portfolio MLPD Stock Details MLPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,164
Closed -$209K – 1640
2026
Q1 		$209K Buy
+8,164
New +$208K ﹤0.01% 1358

Other funds holding MLPD

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Financial Group's MLPD Position: Q2 2026 in Review

Independent Financial Group sold out of Global X MLP & Energy Infrastructure Covered Call ETF (MLPD) in Q2 2026, closing a stake of 8,164 shares — an estimated $209K sold.

Independent Financial Group first reported a position in MLPD in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 9 funds tracked by Wall St. Rank hold MLPD as of Q2 2026.

  • Independent Financial Group reported no remaining Global X MLP & Energy Infrastructure Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 8,164 Global X MLP & Energy Infrastructure Covered Call ETF shares in Q2 2026, an estimated $209K.
  • Independent Financial Group first reported a position in Global X MLP & Energy Infrastructure Covered Call ETF in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Global X MLP & Energy Infrastructure Covered Call ETF position peaked at $209K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure Covered Call ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.