Curran Financial Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Curran Financial 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	$24.6M	Buy	333,537 +24,313	+8%	+$1.79M	3.66%	8
2026 Q1	$22.9M	Buy	309,224 +12,569	+4%	+$856K	4.09%	7
2025 Q4	$18M	Buy	296,655 +22,065	+8%	+$1.32M	3.41%	8
2025 Q3	$17.2M	Buy	274,590 +24,200	+10%	+$1.48M	3.41%	8
2025 Q2	$15.7M	Buy	250,390 +8,940	+4%	+$543K	3.47%	7
2025 Q1	$15.4M	Buy	241,450 +13,716	+6%	+$864K	3.78%	7
2024 Q4	$13.8M	Buy	227,734 +7,005	+3%	+$417K	3.62%	8
2024 Q3	$12M	Buy	220,729 +6,890	+3%	+$364K	3.41%	7
2024 Q2	$10.9M	Buy	213,839 +1,123	+0.5%	+$55.3K	3.65%	7
2024 Q1	$10.4M	Buy	212,716 +3,273	+2%	+$149K	3.62%	7
2023 Q4	$9.27M	Buy	209,443 +5,383	+3%	+$234K	3.55%	6
2023 Q3	$8.65M	Buy	204,060 +5,729	+3%	+$244K	3.77%	7
2023 Q2	$8.24M	Buy	198,331 +13,821	+7%	+$554K	3.58%	6
2023 Q1	$7.37M	Buy	184,510 +22,695	+14%	+$926K	3.5%	8
2022 Q4	$6.6M	Buy	161,815 +18,438	+13%	+$759K	3.18%	11
2022 Q3	$5.37M	Buy	143,377 +25,896	+22%	+$1.05M	2.73%	16
2022 Q2	$4.48M	Buy	117,481 +30,053	+34%	+$1.27M	2.11%	15
2022 Q1	$3.73M	Buy	87,428 +29,957	+52%	+$1.18M	1.53%	24
2021 Q4	$2.03M	Buy	57,471 +27,969	+95%	+$1.03M	0.86%	27
2021 Q3	$1.06M	Buy	29,502 +12,460	+73%	+$432K	0.54%	35
2021 Q2	$619K	Buy	+17,042	New	+$590K	0.34%	42

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

Curran Financial Partners's MLPX Position: Q2 2026 in Review

Curran Financial Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7.9% in Q2 2026, buying an estimated $1.79M and bringing the position to 333,537 shares worth $24.6M. The position accounts for 3.66% of the portfolio, ranked #8.

Curran Financial Partners first reported a position in MLPX in Q2 2021 and has held it in 21 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Curran Financial Partners held 333,537 shares of Global X MLP & Energy Infrastructure ETF worth $24.6M as of Q2 2026.
Curran Financial Partners bought 24,313 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.79M.
Global X MLP & Energy Infrastructure ETF made up 3.66% of Curran Financial Partners's portfolio in Q2 2026, its #8 holding.
Curran Financial Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2021 and has held it in 21 quarters since.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.