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 Q2	$390K	Buy	5,298 +13	+0.2%	+$956	0.25%	124
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 $1.89T 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

Comprehensive Money Management Services's MLPX Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.25% in Q2 2026, buying an estimated $956 and bringing the position to 5,298 shares worth $390K. The position accounts for 0.25% of the portfolio, ranked #124.

Comprehensive Money Management Services first reported a position in MLPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q1 2026. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Comprehensive Money Management Services held 5,298 shares of Global X MLP & Energy Infrastructure ETF worth $390K as of Q2 2026.
Comprehensive Money Management Services bought 13 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $956.
Global X MLP & Energy Infrastructure ETF made up 0.25% of Comprehensive Money Management Services's portfolio in Q2 2026, its #124 holding.
Comprehensive Money Management Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Global X MLP & Energy Infrastructure ETF position peaked at $391K in Q1 2026.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.