Kingswood Wealth Advisors’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
$207K Sell
3,303
-3,490
-51% -$219K 0.02% 696
2025
Q1
$433K Buy
6,793
+2,694
+66% +$172K 0.04% 434
2024
Q4
$248K Sell
4,099
-3,067
-43% -$186K 0.02% 669
2024
Q3
$390K Buy
+7,166
New +$390K 0.03% 520