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 Q2	$951K	Buy	12,916 +1,716	+15%	+$126K	﹤0.01%	2679
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 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

Creative Planning's MLPX Position: Q2 2026 in Review

Creative Planning increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 15% in Q2 2026, buying an estimated $126K and bringing the position to 12,916 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Creative Planning first reported a position in MLPX in Q4 2013 and has held it in 28 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Creative Planning held 12,916 shares of Global X MLP & Energy Infrastructure ETF worth $951K as of Q2 2026.
Creative Planning bought 1,716 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $126K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2679 holding.
Creative Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2013 and has held it in 28 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.