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Anchor Investment Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Anchor Investment 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
Q2 		$24.7K Hold
335
– – ﹤0.01% 742
2026
Q1 		$24.8K Hold
335
– – ﹤0.01% 705
2025
Q4 		$20.3K Hold
335
– – ﹤0.01% 728
2025
Q3 		$21K Hold
335
– – ﹤0.01% 726
2025
Q2 		$21K Hold
335
– – ﹤0.01% 713
2025
Q1 		$21.4K Hold
335
– – ﹤0.01% 702
2024
Q4 		$20.3K Hold
335
– – ﹤0.01% 707
2024
Q3 		$18.2K Hold
335
– – ﹤0.01% 714
2024
Q2 		$17.1K Hold
335
– – ﹤0.01% 681
2024
Q1 		$16.4K Hold
335
– – ﹤0.01% 710
2023
Q4 		$14.9K Hold
335
– – ﹤0.01% 691
2023
Q3 		$14.2K Hold
335
– – ﹤0.01% 695
2023
Q2 		$13.9K Hold
335
– – ﹤0.01% 689
2023
Q1 		$13.4K Hold
335
– – ﹤0.01% 702
2022
Q4 		$13.7K Hold
335
– – ﹤0.01% 680
2022
Q3 		$12.6K Buy
+335
New +$13.6K ﹤0.01% 688
2020
Q4 		– Sell
-200
Closed -$4.42K – 942
2020
Q3 		$4.42K Sell
200
-1,329
-87% -$32.9K ﹤0.01% 749
2020
Q2 		$38K Sell
1,529
-272
-15% -$6.53K 0.01% 471
2020
Q1 		$33.2K Hold
1,801
– – 0.01% 486
2019
Q4 		$66.3K Buy
1,801
+71
+4% +$2.49K 0.01% 428
2019
Q3 		$63.8K Sell
1,730
-233
-12% -$8.66K 0.01% 427
2019
Q2 		$76.2K Hold
1,963
– – 0.02% 399
2019
Q1 		$77.7K Sell
1,963
-333
-15% -$12.6K 0.02% 390
2018
Q4 		$75.3K Sell
2,296
-100
-4% -$3.68K 0.02% 380
2018
Q3 		$96K Hold
2,396
– – 0.02% 383
2018
Q2 		$95.8K Hold
2,396
– – 0.02% 392
2018
Q1 		$84.6K Buy
2,396
+916
+62% +$36K 0.02% 411
2017
Q4 		$60.3K Buy
1,480
+334
+29% +$13.2K 0.02% 441
2017
Q3 		$47.4K Buy
+1,146
New +$47.1K 0.01% 453

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Anchor Investment Management's MLPX Position: Q2 2026 in Review

Anchor Investment Management held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 335 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Anchor Investment Management first reported a position in MLPX in Q3 2017 and has held it in 29 quarters since. The position peaked at $96K in Q3 2018. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Anchor Investment Management held 335 shares of Global X MLP & Energy Infrastructure ETF worth $24.7K as of Q2 2026.
  • Anchor Investment Management left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #742 holding.
  • Anchor Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2017 and has held it in 29 quarters since.
  • Anchor Investment Management's Global X MLP & Energy Infrastructure ETF position peaked at $96K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.