BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$127K	Sell	1,728 -670	-28%	-$49.3K	0.02%	668
2026 Q1	$177K	Buy	2,398 +1,455	+154%	+$99.1K	0.02%	566
2025 Q4	$57.1K	Sell	943 -3,728	-80%	-$223K	0.01%	957
2025 Q3	$293K	Buy	4,671 +257	+6%	+$15.7K	0.04%	379
2025 Q2	$277K	Buy	4,414 +37	+0.8%	+$2.25K	0.04%	373
2025 Q1	$279K	Buy	4,377 +3,532	+418%	+$223K	0.05%	374
2024 Q4	$51.2K	Buy	845 +495	+141%	+$29.4K	0.01%	867
2024 Q3	$19.1K	Buy	+350	New	+$18.5K	﹤0.01%	1273

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MLPX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 28% in Q2 2026, selling an estimated $49.3K and leaving 1,728 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #668.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MLPX in Q3 2024 and has held it in 8 quarters since. The position peaked at $293K in Q3 2025. 348 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,728 shares of Global X MLP & Energy Infrastructure ETF worth $127K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 670 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $49.3K.
Global X MLP & Energy Infrastructure ETF made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #668 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Global X MLP & Energy Infrastructure ETF position peaked at $293K in Q3 2025.
348 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.