Montag & Associates’s Global X MLP ETF MLPA Stock Holding History

Montag & Associates’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$62K	Hold
2025 Q1	$65.8K	Hold
2024 Q4	$61.1K	Hold
2024 Q3	$59.3K	Hold
2024 Q2	$59.9K	Hold
2024 Q1	$59.6K	Hold
2023 Q4	$54.8K	Buy