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

Concurrent Investment 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	$901K	Buy	12,231 +2,693	+28%	+$198K	0.01%	1060
2026 Q1	$705K	Sell	9,538 -3,555	-27%	-$242K	0.01%	1045
2025 Q4	$793K	Buy	13,093 +190	+1%	+$11.4K	0.01%	934
2025 Q3	$809K	Sell	12,903 -1,328	-9%	-$81.2K	0.01%	725
2025 Q2	$892K	Buy	+14,231	New	+$864K	0.02%	634

Other funds holding MLPX

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Concurrent Investment Advisors's MLPX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 28% in Q2 2026, buying an estimated $198K and bringing the position to 12,231 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #1060.

Concurrent Investment Advisors first reported a position in MLPX in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Concurrent Investment Advisors held 12,231 shares of Global X MLP & Energy Infrastructure ETF worth $901K as of Q2 2026.
Concurrent Investment Advisors bought 2,693 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $198K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1060 holding.
Concurrent Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.