MLPX — GLOBAL X FDS

Ownership history in Key Client Fiduciary Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC reported a position in GLOBAL X FDS (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.

Peak position
1.36% (2025 Q1)
Avg. % of fund
1.13%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,337 -6,275 -12.6% 0.89% $2.6M $59.86
2025 Q3 ADDED 49,612 +892 +1.8% 1.03% $3.1M $61.16
2025 Q2 ADDED 48,720 +1,810 +3.9% 1.23% $3.1M $60.39
2025 Q1 ADDED 46,910 +4,450 +10.5% 1.36% $3.0M $60.76
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MLPX price (monthly, adj. close)

Other funds also holding MLPX

As of 2025 Q4 — sorted by position size

RATIONAL ADVISORS, INC. 3Y 7Y 4.86% Presidio Capital Management, LLC 3Y 3.87% Curran Financial Partners, LLC 3Y 3.41% Fortis Advisors, LLC 3Y 7Y 2.65% Annandale Capital, LLC 3Y 2.1% Seascape Capital Management 3Y 7Y 1.55% Old Port Advisors 3Y 7Y 1.17% Trinity Legacy Partners, LLC 3Y 7Y 1.06% Ironsides Asset Advisors, LLC 3Y 7Y 1.02% Quantum Portfolio Management LLC 0.98%
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