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Birch Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Birch Capital 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 		$928K Hold
12,592
– – 0.45% 44
2026
Q1 		$931K Sell
12,592
-144
-1% -$9.8K 0.49% 42
2025
Q4 		$771K Hold
12,736
– – 0.38% 46
2025
Q3 		$799K Buy
12,736
+265
+2% +$16.2K 0.41% 44
2025
Q2 		$781K Hold
12,471
– – 0.4% 43
2025
Q1 		$796K Buy
12,471
+25
+0.2% +$1.57K 0.41% 41
2024
Q4 		$754K Sell
12,446
-4,967
-29% -$295K 0.38% 43
2024
Q3 		$948K Hold
17,413
– – 0.46% 44
2024
Q2 		$889K Buy
17,413
+4,596
+36% +$226K 0.46% 41
2024
Q1 		$628K Buy
12,817
+10,912
+573% +$497K 0.33% 49
2023
Q4 		$85K Buy
1,905
+120
+7% +$5.21K 0.05% 67
2023
Q3 		$75.7K Hold
1,785
– – 0.05% 67
2023
Q2 		$74.2K Sell
1,785
-350
-16% -$14K 0.05% 70
2023
Q1 		$85.3K Sell
2,135
-131
-6% -$5.34K 0.05% 71
2022
Q4 		$92.4K Sell
2,266
-561
-20% -$23.1K 0.06% 69
2022
Q3 		$106K Buy
2,827
+756
+37% +$30.8K 0.08% 62
2022
Q2 		$78.9K Hold
2,071
– – 0.06% 65
2022
Q1 		$88K Buy
+2,071
New +$81.6K 0.05% 73

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
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
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
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Birch Capital Management's MLPX Position: Q2 2026 in Review

Birch Capital Management held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 12,592 shares worth $928K. The position accounts for 0.45% of the portfolio, ranked #44.

Birch Capital Management first reported a position in MLPX in Q1 2022 and has held it in 18 quarters since. The position peaked at $948K in Q3 2024. 137 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Birch Capital Management held 12,592 shares of Global X MLP & Energy Infrastructure ETF worth $928K as of Q2 2026.
  • Birch Capital Management left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.45% of Birch Capital Management's portfolio in Q2 2026, its #44 holding.
  • Birch Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and has held it in 18 quarters since.
  • Birch Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $948K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.