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

Clearstead 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 Q2	$201K	Buy	2,733 +1,565	+134%	+$115K	﹤0.01%	1065
2026 Q1	$86.4K	Buy	1,168 +361	+45%	+$24.6K	﹤0.01%	1172
2025 Q4	$48.8K	Buy	+807	New	+$48.3K	﹤0.01%	1416
2025 Q3	–	Sell	-1	Closed	-$37	–	3183
2025 Q2	$37	Hold	1	–	–	﹤0.01%	2689
2025 Q1	$38	Hold	1	–	–	﹤0.01%	2168
2024 Q4	$35	Hold	1	–	–	﹤0.01%	2072
2024 Q3	$31	Hold	1	–	–	﹤0.01%	2023
2024 Q2	$29	Hold	1	–	–	﹤0.01%	2011
2024 Q1	$28	Buy	+1	New	+$46	﹤0.01%	1528

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

Clearstead Advisors's MLPX Position: Q2 2026 in Review

Clearstead Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 134% in Q2 2026, buying an estimated $115K and bringing the position to 2,733 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Clearstead Advisors first reported a position in MLPX in Q1 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Clearstead Advisors held 2,733 shares of Global X MLP & Energy Infrastructure ETF worth $201K as of Q2 2026.
Clearstead Advisors bought 1,565 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $115K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1065 holding.
Clearstead Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2024 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.