CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

CAPTRUST Financial 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
Q1 		$1.5M Buy
20,308
+1,507
+8% +$103K ﹤0.01% 1361
2025
Q4 		$1.14M Sell
18,801
-686
-4% -$41.1K ﹤0.01% 1423
2025
Q3 		$1.22M Sell
19,487
-3,156
-14% -$193K ﹤0.01% 1316
2025
Q2 		$1.42M Sell
22,643
-2,373
-9% -$144K ﹤0.01% 1150
2025
Q1 		$1.6M Sell
25,016
-1,216
-5% -$76.6K ﹤0.01% 1013
2024
Q4 		$1.59M Sell
26,232
-31,721
-55% -$1.89M ﹤0.01% 985
2024
Q3 		$3.15M Sell
57,953
-526
-0.9% -$27.8K 0.01% 683
2024
Q2 		$2.99M Buy
58,479
+52,622
+898% +$2.59M 0.01% 667
2024
Q1 		$287K Sell
5,857
-1,136
-16% -$51.7K ﹤0.01% 1796
2023
Q4 		$312K Hold
6,993
– – ﹤0.01% 2081
2023
Q3 		$296K Sell
6,993
-445
-6% -$18.9K ﹤0.01% 2001
2023
Q2 		$309K Hold
7,438
– – ﹤0.01% 1948
2023
Q1 		$297K Hold
7,438
– – ﹤0.01% 1749
2022
Q4 		$303K Buy
7,438
+224
+3% +$9.22K ﹤0.01% 1647
2022
Q3 		$270K Buy
7,214
+5,580
+341% +$227K ﹤0.01% 1621
2022
Q2 		$62K Sell
1,634
-588
-26% -$24.8K ﹤0.01% 2574
2022
Q1 		$95K Sell
2,222
-258
-10% -$10.2K ﹤0.01% 2315
2021
Q4 		$88K Sell
2,480
-313
-11% -$11.5K ﹤0.01% 2254
2021
Q3 		$100K Sell
2,793
-506
-15% -$17.5K ﹤0.01% 2082
2021
Q2 		$120K Buy
3,299
+819
+33% +$28.3K ﹤0.01% 1879
2021
Q1 		$78K Buy
2,480
+398
+19% +$12K ﹤0.01% 2133
2020
Q4 		$56K Buy
2,082
+160
+8% +$4.06K ﹤0.01% 1780
2020
Q3 		$42K Buy
1,922
+671
+54% +$16.6K ﹤0.01% 1695
2020
Q2 		$31K Buy
+1,251
New +$30K ﹤0.01% 1789

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors's MLPX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 8% in Q1 2026, buying an estimated $103K and bringing the position to 20,308 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

CAPTRUST Financial Advisors first reported a position in MLPX in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.15M in Q3 2024. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • CAPTRUST Financial Advisors held 20,308 shares of Global X MLP & Energy Infrastructure ETF worth $1.5M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,507 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $103K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1361 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $3.15M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.