KFP
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KMG Fiduciary Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

KMG Fiduciary Partners’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
Q2 		$5.27M Buy
71,576
+3,248
+5% +$239K 0.49% 50
2026
Q1 		$5.05M Buy
68,328
+800
+1% +$54.5K 0.37% 74
2025
Q4 		$4.09M Buy
67,528
+2,702
+4% +$162K 0.29% 82
2025
Q3 		$4.07M Buy
64,826
+14,326
+28% +$876K 0.27% 87
2025
Q2 		$3.16M Buy
50,500
+779
+2% +$47.3K 0.23% 102
2025
Q1 		$3.17M Sell
49,721
-8,137
-14% -$513K 0.26% 92
2024
Q4 		$3.5M Buy
57,858
+419
+0.7% +$24.9K 0.29% 85
2024
Q3 		$3.13M Sell
57,439
-22,064
-28% -$1.17M 0.27% 88
2024
Q2 		$4.06M Buy
79,503
+126
+0.2% +$6.21K 0.4% 61
2024
Q1 		$3.89M Sell
79,377
-117
-0.1% -$5.33K 0.4% 60
2023
Q4 		$3.55M Buy
79,494
+1,089
+1% +$47.3K 0.41% 63
2023
Q3 		$3.32M Buy
78,405
+1,435
+2% +$61K 0.44% 61
2023
Q2 		$3.2M Buy
76,970
+8,853
+13% +$355K 0.41% 65
2023
Q1 		$2.72M Buy
68,117
+2,910
+4% +$119K 0.39% 70
2022
Q4 		$2.66M Buy
65,207
+4,203
+7% +$173K 0.44% 69
2022
Q3 		$2.29M Buy
61,004
+45,394
+291% +$1.85M 0.44% 65
2022
Q2 		$595K Buy
15,610
+8,374
+116% +$353K 0.11% 132
2022
Q1 		$309K Buy
+7,236
New +$285K 0.05% 172

Other funds holding MLPX

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return