Birch Hill Investment Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Birch Hill Investment 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	$269K	Hold	3,666	–	–	0.01%	188
2026 Q1	$271K	Hold	3,666	–	–	0.01%	177
2025 Q4	$222K	Hold	3,666	–	–	0.01%	192
2025 Q3	$230K	Hold	3,666	–	–	0.01%	187
2025 Q2	$230K	Hold	3,666	–	–	0.01%	185
2025 Q1	$234K	Hold	3,666	–	–	0.01%	175
2024 Q4	$222K	Buy	+3,666	New	+$218K	0.01%	175
2020 Q2	–	Sell	-3,667	Closed	-$68K	–	141
2020 Q1	$68K	Hold	3,667	–	–	0.01%	128
2019 Q4	$135K	Hold	3,667	–	–	0.01%	147
2019 Q3	$135K	Hold	3,667	–	–	0.01%	143
2019 Q2	$142K	Hold	3,667	–	–	0.01%	140
2019 Q1	$145K	Hold	3,667	–	–	0.01%	142
2018 Q4	$120K	Buy	+3,667	New	+$135K	0.01%	136

Other funds holding MLPX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Birch Hill Investment Advisors's MLPX Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 3,666 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #188.

Birch Hill Investment Advisors first reported a position in MLPX in Q4 2018 and has held it in 13 quarters since. The position peaked at $271K in Q1 2026. 204 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Birch Hill Investment Advisors held 3,666 shares of Global X MLP & Energy Infrastructure ETF worth $269K as of Q2 2026.
Birch Hill Investment Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #188 holding.
Birch Hill Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and has held it in 13 quarters since.
Birch Hill Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $271K in Q1 2026.
204 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.