EP Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

EP Wealth Advisors’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	$866K	Buy	11,763 +2,644	+29%	+$194K	﹤0.01%	796
2026 Q1	$674K	Hold	9,119	–	–	﹤0.01%	782
2025 Q4	$552K	Buy	+9,119	New	+$546K	﹤0.01%	833
2025 Q2	$565K	Sell	9,019 -412	-4%	-$25K	﹤0.01%	739
2025 Q1	$602K	Buy	9,431 +400	+4%	+$25.2K	﹤0.01%	642
2024 Q4	$547K	Buy	9,031 +12	+0.1%	+$714	﹤0.01%	662
2024 Q3	$491K	Hold	9,019	–	–	﹤0.01%	701
2024 Q2	$460K	Hold	9,019	–	–	﹤0.01%	555
2024 Q1	$442K	Hold	9,019	–	–	0.01%	542
2023 Q4	$402K	Hold	9,019	–	–	0.01%	545
2023 Q3	$382K	Sell	9,019 -11,981	-57%	-$509K	0.01%	510
2023 Q2	$375K	Buy	21,000 +4,998	+31%	+$200K	0.01%	518
2023 Q1	$1.62M	Buy	+16,002	New	+$653K	0.03%	241
2022 Q3	–	Sell	-9,255	Closed	-$353K	–	515
2022 Q2	$353K	Sell	9,255 -637	-6%	-$26.8K	0.01%	448
2022 Q1	$423K	Buy	+9,892	New	+$390K	0.01%	414
2021 Q2	–	Sell	-15,968	Closed	-$505K	–	545
2021 Q1	$505K	Sell	15,968 -2,133	-12%	-$64.4K	0.02%	311
2020 Q4	$488K	Sell	18,101 -128,796	-88%	-$3.27M	0.02%	268
2020 Q3	$3.24M	Buy	+146,897	New	+$3.64M	0.14%	84

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

EP Wealth Advisors's MLPX Position: Q2 2026 in Review

EP Wealth Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 11,763 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

EP Wealth Advisors first reported a position in MLPX in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.24M in Q3 2020. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

EP Wealth Advisors held 11,763 shares of Global X MLP & Energy Infrastructure ETF worth $866K as of Q2 2026.
EP Wealth Advisors bought 2,644 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $194K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #796 holding.
EP Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2020 and has held it in 18 quarters since.
EP Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $3.24M in Q3 2020.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.