Ownership history in D.A. DAVIDSON & CO. · 8 quarters on record
This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,697 | -2,726 | -36.7% | 0.00% | $295K | $61.16 |
| 2025 Q2 | REDUCED | 7,423 | -1,095 | -12.9% | 0.00% | $465K | $60.39 |
| 2025 Q1 | REDUCED | 8,518 | -870 | -9.3% | 0.00% | $544K | $60.76 |
| 2024 Q4 | ADDED | 9,388 | +2,200 | +30.6% | 0.00% | $569K | $57.03 |
| 2024 Q3 | ADDED | 7,188 | +1,200 | +20.0% | 0.00% | $391K | $50.66 |
| 2024 Q2 | ADDED | 5,988 | +3,988 | +199.4% | 0.00% | $306K | $46.92 |
| 2017 Q1 | UNCHANGED | 2,000 | — | 0% | 0.00% | $29K | $26.61 |
| 2016 Q4 | INITIATED | 2,000 | — | — | 0.00% | $29K | — |
As of 2025 Q4 — sorted by position size