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

Belpointe 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 Q2	–	Sell	-3,488	Closed	-$258K	–	1187
2026 Q1	$258K	Buy	3,488 +43	+1%	+$2.93K	0.01%	917
2025 Q4	$209K	Buy	+3,445	New	+$206K	0.01%	960
2025 Q2	–	Sell	-30,507	Closed	-$1.95M	–	999
2025 Q1	$1.95M	Buy	+30,507	New	+$1.92M	0.1%	185
2023 Q2	–	Sell	-2,466	Closed	-$98.5K	–	2248
2023 Q1	$98.5K	Buy	2,466 +54	+2%	+$2.2K	0.01%	1318
2022 Q4	$98.3K	Buy	+2,412	New	+$99.3K	0.01%	1249
2018 Q3	–	Sell	-10,450	Closed	-$418K	–	653
2018 Q2	$418K	Buy	+10,450	New	+$399K	0.12%	203

Other funds holding MLPX

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

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

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

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Belpointe Asset Management's MLPX Position: Q2 2026 in Review

Belpointe Asset Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026, closing a stake of 3,488 shares — an estimated $258K sold.

Belpointe Asset Management first reported a position in MLPX in Q2 2018 and held it in 6 quarters. The position peaked at $1.95M in Q1 2025. 148 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Belpointe Asset Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 3,488 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $258K.
Belpointe Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2018 and held it in 6 quarters.
Belpointe Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.95M in Q1 2025.
148 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.