Atlas Capital Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Atlas Capital Advisors’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	$560K	Hold	7,602	–	–	0.06%	258
2026 Q1	$562K	Hold	7,602	–	–	0.06%	241
2025 Q4	$460K	Buy	+7,602	New	+$455K	0.05%	275
2025 Q2	$476K	Hold	7,602	–	–	0.06%	265
2025 Q1	$485K	Hold	7,602	–	–	0.06%	266
2024 Q4	$460K	Hold	7,602	–	–	0.06%	255
2024 Q3	$414K	Hold	7,602	–	–	0.06%	256
2024 Q2	$388K	Hold	7,602	–	–	0.05%	275
2024 Q1	$372K	Hold	7,602	–	–	0.06%	266
2023 Q4	$339K	Hold	7,602	–	–	0.05%	283
2023 Q3	$322K	Hold	7,602	–	–	0.05%	265
2023 Q2	$316K	Hold	7,602	–	–	0.05%	284
2023 Q1	$304K	Buy	7,602 +2,500	+49%	+$102K	0.05%	279
2022 Q4	$208K	Hold	5,102	–	–	0.04%	338
2022 Q3	$191K	Hold	5,102	–	–	0.03%	351
2022 Q2	$194K	Hold	5,102	–	–	0.03%	373
2022 Q1	$218K	Hold	5,102	–	–	0.03%	333
2021 Q4	$180K	Hold	5,102	–	–	0.03%	371
2021 Q3	$183K	Hold	5,102	–	–	0.03%	355
2021 Q2	$185K	Hold	5,102	–	–	0.03%	368
2021 Q1	$161K	Hold	5,102	–	–	0.03%	355
2020 Q4	$137K	Buy	+5,102	New	+$129K	0.03%	346

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

Atlas Capital Advisors's MLPX Position: Q2 2026 in Review

Atlas Capital Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 7,602 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #258.

Atlas Capital Advisors first reported a position in MLPX in Q4 2020 and has held it in 22 quarters since. The position peaked at $562K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Atlas Capital Advisors held 7,602 shares of Global X MLP & Energy Infrastructure ETF worth $560K as of Q2 2026.
Atlas Capital Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.06% of Atlas Capital Advisors's portfolio in Q2 2026, its #258 holding.
Atlas Capital Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 22 quarters since.
Atlas Capital Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $562K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.