Corient Private Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Corient Private Wealth’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	$2.55M	Sell	34,670 -24,590	-41%	-$1.81M	﹤0.01%	1241
2026 Q1	$3.62M	Buy	59,260 +6,704	+13%	+$456K	0.01%	970
2025 Q4	$3.18M	Sell	52,556 -4,716	-8%	-$282K	﹤0.01%	944
2025 Q3	$3.59M	Buy	57,272 +8,253	+17%	+$505K	0.01%	833
2025 Q2	$3.07M	Sell	49,019 -8,492	-15%	-$516K	﹤0.01%	863
2025 Q1	$3.67M	Buy	57,511 +1,043	+2%	+$65.7K	0.01%	776
2024 Q4	$3.42M	Buy	56,468 +26,681	+90%	+$1.59M	0.01%	814
2024 Q3	$1.62M	Sell	29,787 -2,884	-9%	-$152K	﹤0.01%	1193
2024 Q2	$1.67M	Sell	32,671 -731	-2%	-$36K	﹤0.01%	1108
2024 Q1	$1.64M	Buy	33,402 +1,402	+4%	+$63.9K	﹤0.01%	1119
2023 Q4	$1.43M	Sell	32,000 -8,366	-21%	-$363K	﹤0.01%	1148
2023 Q3	$1.71M	Sell	40,366 -423	-1%	-$18K	﹤0.01%	975
2023 Q2	$1.7M	Sell	40,789 -7,048	-15%	-$282K	﹤0.01%	955
2023 Q1	$1.91M	Buy	47,837 +9,539	+25%	+$389K	0.01%	860
2022 Q4	$1.56M	Buy	+38,298	New	+$1.58M	0.01%	783

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

Corient Private Wealth's MLPX Position: Q2 2026 in Review

Corient Private Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 41% in Q2 2026, selling an estimated $1.81M and leaving 34,670 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Corient Private Wealth first reported a position in MLPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.67M in Q1 2025. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Corient Private Wealth held 34,670 shares of Global X MLP & Energy Infrastructure ETF worth $2.55M as of Q2 2026.
Corient Private Wealth sold 24,590 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.81M.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1241 holding.
Corient Private Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $3.67M in Q1 2025.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.