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Global X Mlp & Energy Infrastructure Etf etf shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Global X Mlp & Energy Infrastructure Etf etf (MLPX) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Global X Mlp & Energy Infrastructure Etf etf

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All positions including Global X Mlp & Energy Infrastructure Etf etf held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Mlp & Energy Infrastructure Etf etf by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 33k 62.39
2025-06-30 $1.9M 31k 61.35
2025-03-31 $1.6M 27k 56.83

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Global X Mlp & Energy Infrastructure Etf etf

Morgan Stanley
LPL Financial
Wells Fargo & Company
Huntington Asset Advisors
UBS Group
Royal Bank of Canada
Principal Financial Group
Pnc Financial Services
Two Sigma Investments
Advisory Alpha
Payne Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
School Employees Retirement Board Of Ohio
Ameriprise Financial

View all funds holding Global X Mlp & Energy Infrastructure Etf etf