Bleakley Financial Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bleakley Financial Group’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	$3.67M	Buy	49,800 +11,269	+29%	+$829K	0.05%	314
2026 Q1	$2.85M	Buy	+38,531	New	+$2.62M	0.04%	314
2025 Q3	–	Sell	-16,735	Closed	-$1.05M	–	606
2025 Q2	$1.05M	Buy	16,735 +5,786	+53%	+$351K	0.03%	389
2025 Q1	$699K	Buy	10,949 +1,895	+21%	+$119K	0.02%	391
2024 Q4	$548K	Buy	9,054 +2,545	+39%	+$151K	0.02%	594
2024 Q3	$354K	Buy	+6,509	New	+$344K	0.01%	710

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

Bleakley Financial Group's MLPX Position: Q2 2026 in Review

Bleakley Financial Group increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 29% in Q2 2026, buying an estimated $829K and bringing the position to 49,800 shares worth $3.67M. The position accounts for 0.05% of the portfolio, ranked #314.

Bleakley Financial Group first reported a position in MLPX in Q3 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Bleakley Financial Group held 49,800 shares of Global X MLP & Energy Infrastructure ETF worth $3.67M as of Q2 2026.
Bleakley Financial Group bought 11,269 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $829K.
Global X MLP & Energy Infrastructure ETF made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #314 holding.
Bleakley Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and has held it in 6 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.