MLPX — GLOBAL X FDS

Ownership history in RATIONAL ADVISORS, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which RATIONAL ADVISORS, INC. 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
5.31% (2025 Q1)
Avg. % of fund
5.07%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 783,498 -24,517 -3.0% 4.86% $47.4M $59.86
2025 Q3 REDUCED 808,015 -9,251 -1.1% 5.04% $50.7M $61.16
2025 Q2 REDUCED 817,266 -7,494 -0.9% 5.07% $51.2M $60.39
2025 Q1 INITIATED 824,760 — — 5.31% $52.6M $60.76
% of Fund (quarterly)    MLPX price (monthly, adj. close)

Other funds also holding MLPX

As of 2025 Q4 — sorted by position size

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% Glassy Mountain Advisors, Inc. 3Y 0.98%
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