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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Endowment Wealth Management's MLPX Position: Q1 2026 in Review

Endowment Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.4% in Q1 2026, buying an estimated $11.4K and bringing the position to 3,938 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #110.

Endowment Wealth Management first reported a position in MLPX in Q4 2021 and has held it in 18 quarters since. The position peaked at $467K in Q1 2022. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Endowment Wealth Management held 3,938 shares of Global X MLP & Energy Infrastructure ETF worth $291K as of Q1 2026.
  • Endowment Wealth Management bought 167 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $11.4K.
  • Global X MLP & Energy Infrastructure ETF made up 0.13% of Endowment Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Endowment Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $467K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.