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

Concord Wealth 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	$5.53K	Buy	+75	New	+$5.51K	﹤0.01%	644
2022 Q3	–	Sell	-32	Closed	-$1K	–	736
2022 Q2	$1K	Sell	32 -11	-26%	-$463	﹤0.01%	1155
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	1109
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	1139
2021 Q3	$2K	Sell	43 -25	-37%	-$867	﹤0.01%	763
2021 Q2	$2K	Sell	68 -24	-26%	-$830	﹤0.01%	900
2021 Q1	$3K	Hold	92	–	–	﹤0.01%	767
2020 Q4	$2K	Buy	+92	New	+$2.33K	﹤0.01%	547

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

Concord Wealth Partners's MLPX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 75 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MLPX as recently as Q2 2022.

Concord Wealth Partners first reported a position in MLPX in Q4 2020 and has held it in 8 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Concord Wealth Partners held 75 shares of Global X MLP & Energy Infrastructure ETF worth $5.53K as of Q2 2026.
Global X MLP & Energy Infrastructure ETF was a new Concord Wealth Partners position in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #644 holding.
Concord Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 8 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.