Curran Financial Partners
MLPX icon

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
Q3 		$25.1M Buy
359,950
+26,413
+8% +$1.97M 4.08% 7
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 		$3.74M 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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Payne Capital Management
Payne Capital Management New York $384M AUM 15.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Curran Financial Partners's MLPX Position: Q3 2026 in Review

Curran Financial Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7.9% in Q3 2026, buying an estimated $1.97M and bringing the position to 359,950 shares worth $25.1M. The position accounts for 4.08% of the portfolio, ranked #7.

Curran Financial Partners first reported a position in MLPX in Q2 2021 and has held it in 22 quarters since. 311 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

  • Curran Financial Partners held 359,950 shares of Global X MLP & Energy Infrastructure ETF worth $25.1M as of Q3 2026.
  • Curran Financial Partners bought 26,413 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $1.97M.
  • Global X MLP & Energy Infrastructure ETF made up 4.08% of Curran Financial Partners's portfolio in Q3 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 22 quarters since.
  • 311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Curran Financial Partners's 13F filing for Q3 2026, filed 4 Nov 2026.