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 Q3	$3.32M	Buy	47,537 +1,999	+4%	+$149K	0.37%	59
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

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

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Teamwork Financial Advisors's MLPX Position: Q3 2026 in Review

Teamwork Financial Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.4% in Q3 2026, buying an estimated $149K and bringing the position to 47,537 shares worth $3.32M. The position accounts for 0.37% of the portfolio, ranked #59.

Teamwork Financial Advisors first reported a position in MLPX in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.2M in Q1 2025. 61 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Teamwork Financial Advisors held 47,537 shares of Global X MLP & Energy Infrastructure ETF worth $3.32M as of Q3 2026.
Teamwork Financial Advisors bought 1,999 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $149K.
Global X MLP & Energy Infrastructure ETF made up 0.37% of Teamwork Financial Advisors's portfolio in Q3 2026, its #59 holding.
Teamwork Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
Teamwork Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $17.2M in Q1 2025.
61 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.