AssetMark Inc
MLPX icon

AssetMark Inc’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

AssetMark Inc’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 		$3.68K Sell
50
-7
-12% -$515 ﹤0.01% 2791
2026
Q1 		$4.21K Sell
57
-772
-93% -$52.6K ﹤0.01% 2633
2025
Q4 		$50.2K Buy
829
+1
+0.1% +$60 ﹤0.01% 1715
2025
Q3 		$51.9K Buy
828
+19
+2% +$1.16K ﹤0.01% 1622
2025
Q2 		$50.7K Sell
809
-69
-8% -$4.19K ﹤0.01% 1561
2025
Q1 		$56K Buy
878
+106
+14% +$6.68K ﹤0.01% 1416
2024
Q4 		$46.8K Hold
772
– – ﹤0.01% 1444
2024
Q3 		$42K Buy
+772
New +$40.8K ﹤0.01% 1328
2023
Q1 		– Sell
-61
Closed -$2.49K – 1674
2022
Q4 		$2.49K Hold
61
– – ﹤0.01% 1418
2022
Q3 		$2K Hold
61
– – ﹤0.01% 1400
2022
Q2 		$2K Hold
61
– – ﹤0.01% 1378
2022
Q1 		$3K Buy
+61
New +$2.4K ﹤0.01% 1367
2020
Q4 		– Sell
-10
Closed – – 1461
2020
Q3 		$0 Buy
10
+3
+43% +$74 ﹤0.01% 1381
2020
Q2 		$0 Buy
+7
New +$168 ﹤0.01% 1383
2017
Q2 		– Sell
-1
Closed – – 1450
2017
Q1 		$0 Sell
1
-53,689
-100% -$2.39M ﹤0.01% 1374
2016
Q4 		$2.39M Buy
53,690
+10,149
+23% +$447K 0.04% 212
2016
Q3 		$1.98M Buy
43,541
+406
+0.9% +$17.4K 0.03% 216
2016
Q2 		$1.79M Buy
+43,135
New +$1.64M 0.03% 228

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

AssetMark Inc's MLPX Position: Q2 2026 in Review

AssetMark Inc reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 12% in Q2 2026, selling an estimated $515 and leaving 50 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

AssetMark Inc first reported a position in MLPX in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.39M in Q4 2016. 173 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • AssetMark Inc held 50 shares of Global X MLP & Energy Infrastructure ETF worth $3.68K as of Q2 2026.
  • AssetMark Inc sold 7 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $515.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2791 holding.
  • AssetMark Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2016 and has held it in 18 quarters since.
  • AssetMark Inc's Global X MLP & Energy Infrastructure ETF position peaked at $2.39M in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.