Baker Avenue Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Baker Avenue Asset 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	$8.4M	Buy	113,589 +3,747	+3%	+$255K	0.19%	105
2025 Q4	$6.65M	Sell	109,842 -34,421	-24%	-$2.06M	0.15%	112
2025 Q3	$9.05M	Buy	144,263 +10,768	+8%	+$659K	0.22%	95
2025 Q2	$8.36M	Sell	133,495 -8,646	-6%	-$525K	0.24%	92
2025 Q1	$9.07M	Sell	142,141 -3,677	-3%	-$232K	0.28%	77
2024 Q4	$8.83M	Buy	145,818 +947	+0.7%	+$56.3K	0.27%	76
2024 Q3	$7.89M	Buy	144,871 +8,550	+6%	+$452K	0.25%	82
2024 Q2	$6.96M	Sell	136,321 -3,819	-3%	-$188K	0.24%	82
2024 Q1	$6.87M	Sell	140,140 -2,997	-2%	-$137K	0.27%	83
2023 Q4	$6.39M	Buy	143,137 +14,670	+11%	+$637K	0.28%	81
2023 Q3	$5.44M	Buy	128,467 +86,595	+207%	+$3.68M	0.27%	79
2023 Q2	$1.74M	Buy	41,872 +4,149	+11%	+$166K	0.09%	148
2023 Q1	$1.51M	Sell	37,723 -42,976	-53%	-$1.75M	0.08%	147
2022 Q4	$3.29M	Buy	80,699 +13,790	+21%	+$568K	0.2%	100
2022 Q3	$2.51M	Buy	+66,909	New	+$2.72M	0.16%	110

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

Baker Avenue Asset Management's MLPX Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.4% in Q1 2026, buying an estimated $255K and bringing the position to 113,589 shares worth $8.4M. The position accounts for 0.19% of the portfolio, ranked #105.

Baker Avenue Asset Management first reported a position in MLPX in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.07M in Q1 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Baker Avenue Asset Management held 113,589 shares of Global X MLP & Energy Infrastructure ETF worth $8.4M as of Q1 2026.
Baker Avenue Asset Management bought 3,747 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $255K.
Global X MLP & Energy Infrastructure ETF made up 0.19% of Baker Avenue Asset Management's portfolio in Q1 2026, its #105 holding.
Baker Avenue Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and has held it in 15 quarters since.
Baker Avenue Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $9.07M in Q1 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.