Jones Financial Companies’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
20,686
+1,871
+10% +$94K ﹤0.01% 997
2025
Q1
$1.01M Buy
18,815
+3,635
+24% +$194K ﹤0.01% 857
2024
Q4
$750K Buy
15,180
+6,697
+79% +$331K ﹤0.01% 843
2024
Q3
$404K Buy
8,483
+3,865
+84% +$184K ﹤0.01% 897
2024
Q2
$224K Buy
+4,618
New +$224K ﹤0.01% 797