Collaborative Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Collaborative Wealth Management’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	$2.94M	Buy	39,745 +6,288	+19%	+$428K	1.35%	17
2025 Q4	$2.03M	Buy	33,457 +12,738	+61%	+$763K	0.71%	33
2025 Q3	$1.3M	Buy	20,719 +4,663	+29%	+$285K	0.53%	43
2025 Q2	$1.01M	Buy	16,056 +4,485	+39%	+$272K	0.44%	51
2025 Q1	$738K	Buy	11,571 +384	+3%	+$24.2K	0.35%	61
2024 Q4	$677K	Buy	11,187 +20	+0.2%	+$1.19K	0.31%	68
2024 Q3	$608K	Sell	11,167 -234	-2%	-$12.4K	0.27%	82
2024 Q2	$582K	Sell	11,401 -106	-0.9%	-$5.22K	0.28%	76
2024 Q1	$564K	Sell	11,507 -578	-5%	-$26.3K	0.28%	78
2023 Q4	$539K	Sell	12,085 -44	-0.4%	-$1.91K	0.29%	76
2023 Q3	$514K	Sell	12,129 -361	-3%	-$15.3K	0.31%	79
2023 Q2	$519K	Sell	12,490 -215	-2%	-$8.61K	0.31%	79
2023 Q1	$508K	Sell	12,705 -2,553	-17%	-$104K	0.32%	78
2022 Q4	$622K	Sell	15,258 -392	-3%	-$16.1K	0.41%	72
2022 Q3	$587K	Sell	15,650 -1,025	-6%	-$41.7K	0.42%	72
2022 Q2	$636K	Buy	+16,675	New	+$702K	0.42%	76
2021 Q4	$614K	Buy	+17,394	New	+$641K	0.34%	98
2021 Q1	$743K	Buy	+17,382	New	+$525K	0.43%	76

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Collaborative Wealth Management's MLPX Position: Q1 2026 in Review

Collaborative Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 19% in Q1 2026, buying an estimated $428K and bringing the position to 39,745 shares worth $2.94M. The position accounts for 1.35% of the portfolio, ranked #17.

Collaborative Wealth Management first reported a position in MLPX in Q1 2021 and has held it in 18 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Collaborative Wealth Management held 39,745 shares of Global X MLP & Energy Infrastructure ETF worth $2.94M as of Q1 2026.
Collaborative Wealth Management bought 6,288 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $428K.
Global X MLP & Energy Infrastructure ETF made up 1.35% of Collaborative Wealth Management's portfolio in Q1 2026, its #17 holding.
Collaborative Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and has held it in 18 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.