Cerity Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Cerity Partners’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	$11.3M	Sell	154,059 -5,825	-4%	-$428K	0.01%	707
2026 Q1	$11.8M	Buy	159,884 +80,562	+102%	+$5.49M	0.02%	618
2025 Q4	$4.8M	Buy	79,322 +1,200	+2%	+$71.9K	0.01%	941
2025 Q3	$4.9M	Buy	78,122 +226	+0.3%	+$13.8K	0.01%	862
2025 Q2	$4.88M	Sell	77,896 -17	-0%	-$1.03K	0.01%	812
2025 Q1	$4.97M	Buy	77,913 +63	+0.1%	+$3.97K	0.01%	736
2024 Q4	$4.71M	Buy	77,850 +89	+0.1%	+$5.29K	0.01%	735
2024 Q3	$4.23M	Sell	77,761 -439	-0.6%	-$23.2K	0.01%	770
2024 Q2	$3.99M	Buy	78,200 +125	+0.2%	+$6.16K	0.01%	677
2024 Q1	$3.82M	Buy	78,075 +1,949	+3%	+$88.8K	0.01%	743
2023 Q4	$3.4M	Buy	+76,126	New	+$3.31M	0.01%	631
2023 Q3	–	Sell	-74,233	Closed	-$3.09M	–	1596
2023 Q2	$3.09M	Sell	74,233 -19	-0%	-$761	0.01%	616
2023 Q1	$2.97M	Sell	74,252 -3,621	-5%	-$148K	0.01%	602
2022 Q4	$3.17M	Buy	77,873 +70,953	+1,025%	+$2.92M	0.02%	449
2022 Q3	$259K	Buy	6,920 +48	+0.7%	+$1.95K	﹤0.01%	957
2022 Q2	$262K	Hold	6,872	–	–	﹤0.01%	964
2022 Q1	$294K	Hold	6,872	–	–	﹤0.01%	733
2021 Q4	$243K	Buy	+6,872	New	+$253K	﹤0.01%	862

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

Cerity Partners's MLPX Position: Q2 2026 in Review

Cerity Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.6% in Q2 2026, selling an estimated $428K and leaving 154,059 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #707.

Cerity Partners first reported a position in MLPX in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Cerity Partners held 154,059 shares of Global X MLP & Energy Infrastructure ETF worth $11.3M as of Q2 2026.
Cerity Partners sold 5,825 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $428K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #707 holding.
Cerity Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 18 quarters since.
Cerity Partners's Global X MLP & Energy Infrastructure ETF position peaked at $11.8M in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.