AE Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

AE Wealth Management’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 Q1	$88.5K	Buy	1,197 +478	+66%	+$32.5K	﹤0.01%	1837
2025 Q4	$43.5K	Sell	719 -37	-5%	-$2.22K	﹤0.01%	1878
2025 Q3	$47.4K	Sell	756 -164	-18%	-$10K	﹤0.01%	1723
2025 Q2	$57.6K	Buy	920 +134	+17%	+$8.14K	﹤0.01%	1583
2025 Q1	$50.2K	Sell	786 -100	-11%	-$6.3K	﹤0.01%	1586
2024 Q4	$53.6K	Buy	+886	New	+$52.7K	﹤0.01%	1548
2023 Q4	–	Sell	-16,731	Closed	-$709K	–	2129
2023 Q3	$709K	Sell	16,731 -1,521	-8%	-$64.7K	﹤0.01%	1228
2023 Q2	$759K	Buy	18,252 +1,091	+6%	+$43.7K	﹤0.01%	1195
2023 Q1	$686K	Sell	17,161 -1,457	-8%	-$59.4K	﹤0.01%	1205
2022 Q4	$759K	Buy	+18,618	New	+$767K	0.01%	1107
2022 Q3	–	Sell	-5,781	Closed	-$220K	–	1826
2022 Q2	$220K	Buy	5,781 +1,024	+22%	+$43.1K	﹤0.01%	1565
2022 Q1	$203K	Buy	+4,757	New	+$188K	﹤0.01%	1575

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's MLPX Position: Q1 2026 in Review

AE Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 66% in Q1 2026, buying an estimated $32.5K and bringing the position to 1,197 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

AE Wealth Management first reported a position in MLPX in Q1 2022 and has held it in 12 quarters since. The position peaked at $759K in Q4 2022. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

AE Wealth Management held 1,197 shares of Global X MLP & Energy Infrastructure ETF worth $88.5K as of Q1 2026.
AE Wealth Management bought 478 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $32.5K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1837 holding.
AE Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and has held it in 12 quarters since.
AE Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $759K in Q4 2022.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.