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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Curran Financial Partners's MLPX Position: Q1 2026 in Review

Curran Financial Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.2% in Q1 2026, buying an estimated $856K and bringing the position to 309,224 shares worth $22.9M. The position accounts for 4.09% of the portfolio, ranked #7.

Curran Financial Partners first reported a position in MLPX in Q2 2021 and has held it in 20 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Curran Financial Partners held 309,224 shares of Global X MLP & Energy Infrastructure ETF worth $22.9M as of Q1 2026.
Curran Financial Partners bought 12,569 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $856K.
Global X MLP & Energy Infrastructure ETF made up 4.09% of Curran Financial Partners's portfolio in Q1 2026, its #7 holding.
Curran Financial Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2021 and has held it in 20 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.