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

Bollard 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	$3.51M	Buy	47,622 +475	+1%	+$34.9K	0.11%	72
2026 Q1	$3.49M	Buy	47,147 +568	+1%	+$38.7K	0.1%	72
2025 Q4	$2.82M	Buy	46,579 +557	+1%	+$33.4K	0.07%	75
2025 Q3	$2.89M	Buy	46,022 +547	+1%	+$33.5K	0.07%	78
2025 Q2	$2.85M	Buy	45,475 +532	+1%	+$32.3K	0.07%	76
2025 Q1	$2.87M	Buy	44,943 +526	+1%	+$33.1K	0.08%	73
2024 Q4	$2.69M	Buy	44,417 +470	+1%	+$28K	0.07%	72
2024 Q3	$2.39M	Buy	43,947 +544	+1%	+$28.7K	0.06%	81
2024 Q2	$2.22M	Buy	43,403 +557	+1%	+$27.4K	0.06%	82
2024 Q1	$2.1M	Buy	42,846 +563	+1%	+$25.6K	0.06%	83
2023 Q4	$1.89M	Buy	42,283 +573	+1%	+$24.9K	0.07%	86
2023 Q3	$1.77M	Buy	41,710 +584	+1%	+$24.8K	0.07%	84
2023 Q2	$1.71M	Buy	41,126 +596	+1%	+$23.9K	0.06%	93
2023 Q1	$1.62M	Buy	40,530 +526	+1%	+$21.5K	0.06%	94
2022 Q4	$1.63M	Buy	40,004 +509	+1%	+$21K	0.06%	97
2022 Q3	$1.48M	Buy	39,495 +509	+1%	+$20.7K	0.06%	100
2022 Q2	$1.49M	Buy	38,986 +485	+1%	+$20.4K	0.06%	105
2022 Q1	$1.65M	Buy	38,501 +513	+1%	+$20.2K	0.05%	120
2021 Q4	$1.34M	Buy	37,988 +500	+1%	+$18.4K	0.04%	122
2021 Q3	$1.34M	Buy	37,488 +550	+1%	+$19.1K	0.04%	119
2021 Q2	$1.34M	Buy	36,938 +538	+1%	+$18.6K	0.04%	115
2021 Q1	$1.15M	Buy	+36,400	New	+$1.1M	0.04%	117

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

Bollard Group's MLPX Position: Q2 2026 in Review

Bollard Group increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1% in Q2 2026, buying an estimated $34.9K and bringing the position to 47,622 shares worth $3.51M. The position accounts for 0.11% of the portfolio, ranked #72.

Bollard Group first reported a position in MLPX in Q1 2021 and has held it in 22 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Bollard Group held 47,622 shares of Global X MLP & Energy Infrastructure ETF worth $3.51M as of Q2 2026.
Bollard Group bought 475 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $34.9K.
Global X MLP & Energy Infrastructure ETF made up 0.11% of Bollard Group's portfolio in Q2 2026, its #72 holding.
Bollard Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and has held it in 22 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.