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

Teamwork 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 		$3.35M Buy
45,538
+1,326
+3% +$97.5K 0.3% 71
2026
Q1 		$3.27M Buy
44,212
+3,364
+8% +$229K 0.35% 72
2025
Q4 		$2.47M Buy
40,848
+4,596
+13% +$275K 0.25% 67
2025
Q3 		$2.27M Buy
36,252
+839
+2% +$51.3K 0.23% 69
2025
Q2 		$2.22M Sell
35,413
-233,775
-87% -$14.2M 0.26% 67
2025
Q1 		$17.2M Buy
269,188
+237,723
+756% +$15M 2.29% 18
2024
Q4 		$1.91M Buy
31,465
+19,333
+159% +$1.15M 0.25% 60
2024
Q3 		$660K Buy
+12,132
New +$641K 0.09% 89
2024
Q1 		– Sell
-15,424
Closed -$688K – 195
2023
Q4 		$688K Sell
15,424
-295
-2% -$12.8K 0.12% 86
2023
Q3 		$666K Buy
15,719
+219
+1% +$9.31K 0.11% 110
2023
Q2 		$644K Hold
15,500
– – 0.1% 111
2023
Q1 		$619K Hold
15,500
– – 0.11% 102
2022
Q4 		$632K Buy
+15,500
New +$638K 0.13% 104

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 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 $59.8B AUM 29.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Teamwork Financial Advisors's MLPX Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3% in Q2 2026, buying an estimated $97.5K and bringing the position to 45,538 shares worth $3.35M. The position accounts for 0.3% of the portfolio, ranked #71.

Teamwork Financial Advisors first reported a position in MLPX in Q4 2022 and has held it in 13 quarters since. The position peaked at $17.2M in Q1 2025. 46 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Teamwork Financial Advisors held 45,538 shares of Global X MLP & Energy Infrastructure ETF worth $3.35M as of Q2 2026.
  • Teamwork Financial Advisors bought 1,326 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $97.5K.
  • Global X MLP & Energy Infrastructure ETF made up 0.3% of Teamwork Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Teamwork Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 13 quarters since.
  • Teamwork Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $17.2M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.