Comprehensive Money Management Services’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Comprehensive Money Management Services’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	$391K	Buy	5,285 +190	+4%	+$12.9K	0.26%	127
2025 Q4	$308K	Buy	5,095 +140	+3%	+$8.39K	0.21%	143
2025 Q3	$311K	Sell	4,955 -25	-0.5%	-$1.53K	0.22%	142
2025 Q2	$312K	Hold	4,980	–	–	0.24%	130
2025 Q1	$318K	Sell	4,980 -1,010	-17%	-$63.6K	0.26%	130
2024 Q4	$363K	Buy	+5,990	New	+$356K	0.3%	111

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 $1.09B AUM 11.58% 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

Comprehensive Money Management Services's MLPX Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.7% in Q1 2026, buying an estimated $12.9K and bringing the position to 5,285 shares worth $391K. The position accounts for 0.26% of the portfolio, ranked #127.

Comprehensive Money Management Services first reported a position in MLPX in Q4 2024 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Comprehensive Money Management Services held 5,285 shares of Global X MLP & Energy Infrastructure ETF worth $391K as of Q1 2026.
Comprehensive Money Management Services bought 190 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $12.9K.
Global X MLP & Energy Infrastructure ETF made up 0.26% of Comprehensive Money Management Services's portfolio in Q1 2026, its #127 holding.
Comprehensive Money Management Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.