RAFFA WEALTH MANAGEMENT, LLC’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.56K	Hold	48	–	–	﹤0.01%	675
2026 Q1	$3.58K	Hold	48	–	–	﹤0.01%	613
2025 Q4	$2.93K	Buy	48 +3	+7%	+$180	﹤0.01%	639
2025 Q3	$2.81K	Hold	45	–	–	﹤0.01%	621
2025 Q2	$2.81K	Hold	45	–	–	﹤0.01%	616
2025 Q1	$2.86K	Hold	45	–	–	﹤0.01%	552
2024 Q4	$2.71K	Sell	45 -10	-18%	-$595	﹤0.01%	591
2024 Q3	$2.98K	Hold	55	–	–	﹤0.01%	537
2024 Q2	$2.8K	Buy	+55	New	+$2.71K	﹤0.01%	641

Other funds holding MLPX

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MLPX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 48 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MLPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.58K in Q1 2026. 126 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 48 shares of Global X MLP & Energy Infrastructure ETF worth $3.56K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #675 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Global X MLP & Energy Infrastructure ETF position peaked at $3.58K in Q1 2026.
126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.