Asset Allocation Strategies’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Asset Allocation Strategies’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	$944K	Buy	12,763 +1,164	+10%	+$79.3K	0.17%	84
2025 Q4	$702K	Buy	11,599 +1,796	+18%	+$108K	0.13%	92
2025 Q3	$615K	Buy	9,803 +1,476	+18%	+$90.3K	0.12%	99
2025 Q2	$522K	Buy	8,327 +3,731	+81%	+$227K	0.12%	98
2025 Q1	$293K	Buy	4,596 +700	+18%	+$44.1K	0.07%	112
2024 Q4	$240K	Buy	+3,896	New	+$232K	0.06%	120

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 $1.09B AUM 11.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Asset Allocation Strategies's MLPX Position: Q1 2026 in Review

Asset Allocation Strategies increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 10% in Q1 2026, buying an estimated $79.3K and bringing the position to 12,763 shares worth $944K. The position accounts for 0.17% of the portfolio, ranked #84.

Asset Allocation Strategies first reported a position in MLPX in Q4 2024 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Asset Allocation Strategies held 12,763 shares of Global X MLP & Energy Infrastructure ETF worth $944K as of Q1 2026.
Asset Allocation Strategies bought 1,164 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $79.3K.
Global X MLP & Energy Infrastructure ETF made up 0.17% of Asset Allocation Strategies's portfolio in Q1 2026, its #84 holding.
Asset Allocation Strategies first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
341 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.