Whalen Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Whalen Wealth Management’s Portfolio MLPA Stock Details MLPA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$612K	Sell
2025 Q1	$2.39M	Sell
2024 Q4	$2.99M	Buy
2024 Q3	$2.26M	Sell
2024 Q2	$2.36M	Buy
2024 Q1	$2.34M	Buy
2023 Q4	$1.43M	Buy