ORBA Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

ORBA Wealth Advisors’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 Q3	$237K	Buy	3,391 +17	+0.5%	+$1.27K	0.2%	77
2026 Q2	$249K	Sell	3,374 -166	-5%	-$12.2K	0.21%	76
2026 Q1	$262K	Hold	3,540	–	–	0.31%	61
2025 Q4	$214K	Sell	3,540 -3,083	-47%	-$185K	0.19%	75
2025 Q3	$415K	Hold	6,623	–	–	0.34%	57
2025 Q2	$415K	Sell	6,623 -2,389	-27%	-$145K	0.38%	50
2025 Q1	$575K	Sell	9,012 -22	-0.2%	-$1.39K	0.29%	56
2024 Q4	$547K	Buy	9,034 +19	+0.2%	+$1.13K	0.29%	59
2024 Q3	$491K	Sell	9,015 -1,330	-13%	-$70.3K	0.25%	66
2024 Q2	$528K	Buy	10,345 +3	+0%	+$148	0.27%	59
2024 Q1	$507K	Buy	10,342 +3	+0%	+$137	0.28%	55
2023 Q4	$461K	Buy	+10,339	New	+$449K	0.28%	52

Other funds holding MLPX

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

ORBA Wealth Advisors's MLPX Position: Q3 2026 in Review

ORBA Wealth Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.5% in Q3 2026, buying an estimated $1.27K and bringing the position to 3,391 shares worth $237K. The position accounts for 0.2% of the portfolio, ranked #77.

ORBA Wealth Advisors first reported a position in MLPX in Q4 2023 and has held it in 12 quarters since. The position peaked at $575K in Q1 2025. 86 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

ORBA Wealth Advisors held 3,391 shares of Global X MLP & Energy Infrastructure ETF worth $237K as of Q3 2026.
ORBA Wealth Advisors bought 17 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $1.27K.
Global X MLP & Energy Infrastructure ETF made up 0.2% of ORBA Wealth Advisors's portfolio in Q3 2026, its #77 holding.
ORBA Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and has held it in 12 quarters since.
ORBA Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $575K in Q1 2025.
86 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.