Action Point Financial Planning’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Action Point Financial Planning’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	$4.05K	Buy	+55	New	+$4.04K	﹤0.01%	1913

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

Action Point Financial Planning's MLPX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 55 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings.

344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Action Point Financial Planning held 55 shares of Global X MLP & Energy Infrastructure ETF worth $4.05K as of Q2 2026.
Global X MLP & Energy Infrastructure ETF was a new Action Point Financial Planning position in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1913 holding.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.