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

Mattson Financial Services’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
2025 Q2	–	Sell	-3,012	Closed	-$75.5K	–	350
2025 Q1	$75.5K	Buy	+3,012	New	+$75.7K	0.02%	173

Other funds holding MLPD

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mattson Financial Services's MLPD Position: Q2 2025 in Review

Mattson Financial Services sold out of Global X MLP & Energy Infrastructure Covered Call ETF (MLPD) in Q2 2025, closing a stake of 3,012 shares — an estimated $75.5K sold.

Mattson Financial Services first reported a position in MLPD in Q1 2025 and held it in 1 quarter. The position peaked at $75.5K in Q1 2025. 4 funds tracked by Wall St. Rank hold MLPD as of Q2 2025.

Mattson Financial Services reported no remaining Global X MLP & Energy Infrastructure Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Mattson Financial Services sold 3,012 Global X MLP & Energy Infrastructure Covered Call ETF shares in Q2 2025, an estimated $75.5K.
Mattson Financial Services first reported a position in Global X MLP & Energy Infrastructure Covered Call ETF in Q1 2025 and held it in 1 quarter.
Mattson Financial Services's Global X MLP & Energy Infrastructure Covered Call ETF position peaked at $75.5K in Q1 2025.
4 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure Covered Call ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.