Creative Planning
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Creative Planning’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Creative Planning’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 		$828K Sell
11,200
-1,140
-9% -$77.6K ﹤0.01% 2613
2025
Q4 		$747K Buy
12,340
+3,251
+36% +$195K ﹤0.01% 2508
2025
Q3 		$570K Sell
9,089
-4,007
-31% -$245K ﹤0.01% 2595
2025
Q2 		$821K Buy
13,096
+43
+0.3% +$2.61K ﹤0.01% 2021
2025
Q1 		$833K Buy
13,053
+918
+8% +$57.8K ﹤0.01% 1862
2024
Q4 		$735K Sell
12,135
-625
-5% -$37.2K ﹤0.01% 1891
2024
Q3 		$695K Buy
12,760
+1,632
+15% +$86.2K ﹤0.01% 1821
2024
Q2 		$568K Sell
11,128
-5,625
-34% -$277K ﹤0.01% 1843
2024
Q1 		$821K Hold
16,753
– – ﹤0.01% 1480
2023
Q4 		$748K Hold
16,753
– – ﹤0.01% 1433
2023
Q3 		$710K Sell
16,753
-5,374
-24% -$229K ﹤0.01% 1335
2023
Q2 		$920K Sell
22,127
-1,585
-7% -$63.5K ﹤0.01% 1172
2023
Q1 		$947K Buy
23,712
+4,379
+23% +$179K ﹤0.01% 1110
2022
Q4 		$788K Buy
19,333
+4,876
+34% +$201K ﹤0.01% 1156
2022
Q3 		$542K Buy
14,457
+3,586
+33% +$146K ﹤0.01% 1285
2022
Q2 		$414K Sell
10,871
-1,336
-11% -$56.3K ﹤0.01% 1423
2022
Q1 		$521K Buy
12,207
+5,977
+96% +$236K ﹤0.01% 1305
2021
Q4 		$220K Buy
6,230
+107
+2% +$3.94K ﹤0.01% 1812
2021
Q3 		$220K Buy
+6,123
New +$212K ﹤0.01% 1806
2020
Q2 		– Sell
-6,787
Closed -$125K – 2085
2020
Q1 		$125K Buy
+6,787
New +$207K ﹤0.01% 1486
2017
Q2 		– Sell
-100
Closed -$4K – 4745
2017
Q1 		$4K Buy
+100
New +$4.45K ﹤0.01% 4061
2015
Q2 		– Sell
-513
Closed -$29K – 2253
2015
Q1 		$29K Buy
513
+422
+464% +$23.1K ﹤0.01% 2429
2014
Q4 		$5K Hold
91
– – ﹤0.01% 3499
2014
Q3 		$5K Hold
91
– – ﹤0.01% 3296
2014
Q2 		$5K Sell
91
-619
-87% -$33.7K ﹤0.01% 3224
2014
Q1 		$36K Hold
710
– – ﹤0.01% 2008
2013
Q4 		$35K Buy
+710
New +$33K ﹤0.01% 1829

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's MLPX Position: Q1 2026 in Review

Creative Planning reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 9.2% in Q1 2026, selling an estimated $77.6K and leaving 11,200 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Creative Planning first reported a position in MLPX in Q4 2013 and has held it in 27 quarters since. The position peaked at $947K in Q1 2023. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Creative Planning held 11,200 shares of Global X MLP & Energy Infrastructure ETF worth $828K as of Q1 2026.
  • Creative Planning sold 1,140 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $77.6K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2613 holding.
  • Creative Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2013 and has held it in 27 quarters since.
  • Creative Planning's Global X MLP & Energy Infrastructure ETF position peaked at $947K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.