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Beacon Pointe Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Beacon Pointe 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 		$218K Buy
+2,963
New +$218K ﹤0.01% 1771
2026
Q1 		– Sell
-11,519
Closed -$697K – 1870
2025
Q4 		$697K Buy
11,519
+2,895
+34% +$173K ﹤0.01% 951
2025
Q3 		$541K Buy
+8,624
New +$527K ﹤0.01% 982

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's MLPX Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 2,963 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in MLPX as recently as Q4 2025.

Beacon Pointe Advisors first reported a position in MLPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $697K in Q4 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Beacon Pointe Advisors held 2,963 shares of Global X MLP & Energy Infrastructure ETF worth $218K as of Q2 2026.
  • Global X MLP & Energy Infrastructure ETF was a new Beacon Pointe Advisors position in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1771 holding.
  • Beacon Pointe Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $697K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.