Jones Financial Companies’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	30,948 +2,750	+10%	+$172K	﹤0.01%	762
2025 Q1	$1.8M	Buy	28,198 +5,400	+24%	+$345K	﹤0.01%	683
2024 Q4	$1.38M	Buy	22,798 +7,404	+48%	+$448K	﹤0.01%	658
2024 Q3	$832K	Buy	15,394 +9,557	+164%	+$516K	﹤0.01%	659
2024 Q2	$298K	Buy	+5,837	New	+$298K	﹤0.01%	710