Bank of Montreal’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bank of Montreal’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	$62.8K	Sell	852 -238	-22%	-$17.5K	﹤0.01%	3374
2026 Q1	$80.6K	Buy	1,090 +990	+990%	+$67.4K	﹤0.01%	3180
2025 Q4	$6.05K	Hold	100	–	–	﹤0.01%	3472
2025 Q3	$6.27K	Sell	100 -520	-84%	-$31.8K	﹤0.01%	3395
2025 Q2	$38.8K	Sell	620 -253,664	-100%	-$15.4M	﹤0.01%	3184
2025 Q1	$16.2M	Sell	254,284 -26,800	-10%	-$1.69M	0.01%	777
2024 Q4	$17M	Buy	281,084 +280,004	+25,926%	+$16.7M	0.01%	804
2024 Q3	$58.3K	Buy	+1,080	New	+$57.1K	﹤0.01%	3380
2022 Q4	–	Sell	-20,405	Closed	-$839K	–	4174
2022 Q3	$839K	Buy	+20,405	New	+$831K	﹤0.01%	2281

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

Bank of Montreal's MLPX Position: Q2 2026 in Review

Bank of Montreal reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 22% in Q2 2026, selling an estimated $17.5K and leaving 852 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Bank of Montreal first reported a position in MLPX in Q3 2022 and has held it in 9 quarters since. The position peaked at $17M in Q4 2024. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Bank of Montreal held 852 shares of Global X MLP & Energy Infrastructure ETF worth $62.8K as of Q2 2026.
Bank of Montreal sold 238 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $17.5K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3374 holding.
Bank of Montreal first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and has held it in 9 quarters since.
Bank of Montreal's Global X MLP & Energy Infrastructure ETF position peaked at $17M in Q4 2024.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.