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Pettinga Financial Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Pettinga Financial 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
Q2 		$249K Sell
3,375
-650
-16% -$47.8K 0.04% 136
2026
Q1 		$298K Sell
4,025
-1,275
-24% -$86.8K 0.06% 117
2025
Q4 		$321K Sell
5,300
-100
-2% -$5.99K 0.06% 110
2025
Q3 		$339K Hold
5,400
– – 0.07% 105
2025
Q2 		$338K Sell
5,400
-25
-0.5% -$1.52K 0.07% 99
2025
Q1 		$346K Sell
5,425
-800
-13% -$50.4K 0.08% 93
2024
Q4 		$377K Hold
6,225
– – 0.09% 96
2024
Q3 		$339K Sell
6,225
-50
-0.8% -$2.64K 0.08% 93
2024
Q2 		$320K Sell
6,275
-150
-2% -$7.39K 0.08% 95
2024
Q1 		$315K Hold
6,425
– – 0.08% 98
2023
Q4 		$287K Hold
6,425
– – 0.08% 101
2023
Q3 		$272K Sell
6,425
-17
-0.3% -$723 0.08% 88
2023
Q2 		$268K Sell
6,442
-725
-10% -$29K 0.08% 88
2023
Q1 		$286K Sell
7,167
-950
-12% -$38.7K 0.09% 82
2022
Q4 		$331K Sell
8,117
-3,600
-31% -$148K 0.11% 80
2022
Q3 		$440K Sell
11,717
-2,318
-17% -$94.3K 0.15% 65
2022
Q2 		$535K Sell
14,035
-1,075
-7% -$45.3K 0.16% 65
2022
Q1 		$645K Sell
15,110
-4,386
-22% -$173K 0.16% 67
2021
Q4 		$689K Sell
19,496
-2,496
-11% -$92K 0.17% 69
2021
Q3 		$789K Buy
21,992
+6,580
+43% +$228K 0.2% 59
2021
Q2 		$560K Buy
15,412
+6,162
+67% +$213K 0.15% 67
2021
Q1 		$292K Buy
+9,250
New +$279K 0.09% 78

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SERBOO
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PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return