Endowment Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Endowment Wealth Management’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	$315K	Buy	4,278 +340	+9%	+$25K	0.12%	119
2026 Q1	$291K	Buy	3,938 +167	+4%	+$11.4K	0.13%	110
2025 Q4	$228K	Buy	3,771 +325	+9%	+$19.5K	0.1%	136
2025 Q3	$216K	Buy	3,446 +36	+1%	+$2.2K	0.1%	140
2025 Q2	$214K	Sell	3,410 -154	-4%	-$9.35K	0.11%	137
2025 Q1	$227K	Sell	3,564 -293	-8%	-$18.5K	0.15%	126
2024 Q4	$234K	Sell	3,857 -390	-9%	-$23.2K	0.16%	118
2024 Q3	$231K	Sell	4,247 -902	-18%	-$47.6K	0.15%	112
2024 Q2	$263K	Sell	5,149 -325	-6%	-$16K	0.19%	105
2024 Q1	$268K	Sell	5,474 -1,242	-18%	-$56.6K	0.2%	104
2023 Q4	$300K	Sell	6,716 -2,224	-25%	-$96.6K	0.25%	91
2023 Q3	$379K	Sell	8,940 -516	-5%	-$21.9K	0.34%	76
2023 Q2	$393K	Sell	9,456 -324	-3%	-$13K	0.36%	71
2023 Q1	$391K	Sell	9,780 -75	-0.8%	-$3.06K	0.39%	68
2022 Q4	$402K	Sell	9,855 -232	-2%	-$9.55K	0.44%	60
2022 Q3	$378K	Sell	10,087 -1,993	-16%	-$81.1K	0.46%	60
2022 Q2	$460K	Buy	12,080 +1,146	+10%	+$48.3K	0.55%	48
2022 Q1	$467K	Buy	10,934 +726	+7%	+$28.6K	0.49%	52
2021 Q4	$361K	Buy	+10,208	New	+$376K	0.37%	57

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

Endowment Wealth Management's MLPX Position: Q2 2026 in Review

Endowment Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 8.6% in Q2 2026, buying an estimated $25K and bringing the position to 4,278 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #119.

Endowment Wealth Management first reported a position in MLPX in Q4 2021 and has held it in 19 quarters since. The position peaked at $467K in Q1 2022. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Endowment Wealth Management held 4,278 shares of Global X MLP & Energy Infrastructure ETF worth $315K as of Q2 2026.
Endowment Wealth Management bought 340 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $25K.
Global X MLP & Energy Infrastructure ETF made up 0.12% of Endowment Wealth Management's portfolio in Q2 2026, its #119 holding.
Endowment Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 19 quarters since.
Endowment Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $467K in Q1 2022.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.