Aaron Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Aaron Wealth Advisors’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	$605K	Hold	8,219	–	–	0.03%	372
2026 Q1	$608K	Hold	8,219	–	–	0.03%	344
2025 Q4	$497K	Hold	8,219	–	–	0.03%	442
2025 Q3	$515K	Sell	8,219 -8,653	-51%	-$529K	0.03%	404
2025 Q2	$1.06M	Hold	16,872	–	–	0.11%	127
2025 Q1	$1.08M	Hold	16,872	–	–	0.12%	116
2024 Q4	$1.02M	Hold	16,872	–	–	0.12%	118
2024 Q3	$918K	Hold	16,872	–	–	0.11%	123
2024 Q2	$861K	Hold	16,872	–	–	0.12%	112
2024 Q1	$827K	Hold	16,872	–	–	0.12%	109
2023 Q4	$753K	Hold	16,872	–	–	0.12%	104
2023 Q3	$715K	Hold	16,872	–	–	0.09%	117
2023 Q2	$701K	Sell	16,872 -247	-1%	-$9.9K	0.09%	125
2023 Q1	$684K	Hold	17,119	–	–	0.09%	126
2022 Q4	$698K	Buy	17,119 +55	+0.3%	+$2.26K	0.1%	118
2022 Q3	$640K	Hold	17,064	–	–	0.12%	97
2022 Q2	$650K	Hold	17,064	–	–	0.16%	83
2022 Q1	$729K	Sell	17,064 -9,340	-35%	-$368K	0.17%	78
2021 Q4	$932K	Hold	26,404	–	–	0.26%	56
2021 Q3	$947K	Hold	26,404	–	–	0.27%	51
2021 Q2	$959K	Hold	26,404	–	–	0.32%	54
2021 Q1	$834K	Sell	26,404 -523	-2%	-$15.8K	0.31%	53
2020 Q4	$725K	Buy	+26,927	New	+$683K	0.27%	54

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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aaron Wealth Advisors's MLPX Position: Q2 2026 in Review

Aaron Wealth Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 8,219 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #372.

Aaron Wealth Advisors first reported a position in MLPX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q1 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Aaron Wealth Advisors held 8,219 shares of Global X MLP & Energy Infrastructure ETF worth $605K as of Q2 2026.
Aaron Wealth Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #372 holding.
Aaron Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 23 quarters since.
Aaron Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.08M in Q1 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.