Capital Advisors Ltd’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Capital Advisors Ltd’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	$2.7M	Buy	36,611 +2,729	+8%	+$201K	0.27%	63
2026 Q1	$2.5M	Sell	33,882 -91	-0.3%	-$6.2K	0.28%	62
2025 Q4	$2.06M	Buy	33,973 +1,882	+6%	+$113K	0.23%	68
2025 Q3	$2.01M	Buy	32,091 +11,318	+54%	+$692K	0.23%	65
2025 Q2	$1.3M	Buy	20,773 +1,852	+10%	+$112K	0.16%	84
2025 Q1	$1.21M	Buy	18,921 +7,820	+70%	+$493K	0.16%	82
2024 Q4	$672K	Buy	11,101 +10,045	+951%	+$598K	0.08%	135
2024 Q3	$57K	Hold	1,056	–	–	0.01%	432
2024 Q2	$54K	Buy	1,056 +359	+52%	+$17.7K	0.01%	428
2024 Q1	$34K	Hold	697	–	–	﹤0.01%	502
2023 Q4	$31K	Hold	697	–	–	﹤0.01%	493
2023 Q3	$30K	Hold	697	–	–	﹤0.01%	489
2023 Q2	$29K	Hold	697	–	–	﹤0.01%	510
2023 Q1	$28K	Hold	697	–	–	﹤0.01%	429
2022 Q4	$28K	Hold	697	–	–	﹤0.01%	433
2022 Q3	$26K	Hold	697	–	–	0.01%	426
2022 Q2	$27K	Hold	697	–	–	0.01%	410
2022 Q1	$30K	Buy	697 +183	+36%	+$7.21K	0.01%	415
2021 Q4	$18K	Hold	514	–	–	﹤0.01%	441
2021 Q3	$18K	Sell	514 -138	-21%	-$4.78K	﹤0.01%	387
2021 Q2	$24K	Hold	652	–	–	﹤0.01%	355
2021 Q1	$21K	Hold	652	–	–	﹤0.01%	351
2020 Q4	$18K	Hold	652	–	–	﹤0.01%	352
2020 Q3	$14K	Hold	652	–	–	﹤0.01%	362
2020 Q2	$16K	Sell	652 -1	-0.2%	-$24	﹤0.01%	339
2020 Q1	$12K	Hold	653	–	–	﹤0.01%	352
2019 Q4	$24K	Sell	653 -8,787	-93%	-$309K	0.01%	298
2019 Q3	$245K	Buy	9,440 +8,787	+1,346%	+$326K	0.07%	126
2019 Q2	$25K	Sell	653 -363	-36%	-$14.1K	0.01%	320
2019 Q1	$40K	Hold	1,016	–	–	0.01%	305
2018 Q4	$33K	Sell	1,016 -1,123	-53%	-$41.4K	0.01%	314
2018 Q3	$86K	Hold	2,139	–	–	0.02%	243
2018 Q2	$85K	Hold	2,139	–	–	0.03%	191
2018 Q1	$76K	Buy	2,139 +138	+7%	+$5.43K	0.02%	198
2017 Q4	$82K	Sell	2,001 -365	-15%	-$14.4K	0.03%	186
2017 Q3	$98K	Buy	2,366 +363	+18%	+$14.9K	0.03%	172
2017 Q2	$83K	Buy	2,003 +687	+52%	+$28.9K	0.03%	177
2017 Q1	$58K	Hold	1,316	–	–	0.02%	184
2016 Q4	$59K	Buy	+1,316	New	+$57.9K	0.02%	179

Other funds holding MLPX

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Capital Advisors Ltd's MLPX Position: Q2 2026 in Review

Capital Advisors Ltd increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 8.1% in Q2 2026, buying an estimated $201K and bringing the position to 36,611 shares worth $2.7M. The position accounts for 0.27% of the portfolio, ranked #63.

Capital Advisors Ltd first reported a position in MLPX in Q4 2016 and has held it in 39 quarters since. 56 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Capital Advisors Ltd held 36,611 shares of Global X MLP & Energy Infrastructure ETF worth $2.7M as of Q2 2026.
Capital Advisors Ltd bought 2,729 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $201K.
Global X MLP & Energy Infrastructure ETF made up 0.27% of Capital Advisors Ltd's portfolio in Q2 2026, its #63 holding.
Capital Advisors Ltd first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2016 and has held it in 39 quarters since.
56 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.