Fiduciary Alliance’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Fiduciary Alliance’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	$8.99M	Buy	122,022 +1,531	+1%	+$113K	0.61%	39
2026 Q1	$8.52M	Buy	120,491 +13,478	+13%	+$918K	0.51%	54
2025 Q4	$6.48M	Buy	107,013 +10,621	+11%	+$636K	0.42%	58
2025 Q3	$6.04M	Sell	96,392 -2,195	-2%	-$134K	0.4%	62
2025 Q2	$6.18M	Buy	98,587 +3,417	+4%	+$208K	0.46%	60
2025 Q1	$6.07M	Buy	95,170 +1,016	+1%	+$64K	0.6%	41
2024 Q4	$5.7M	Buy	94,154 +20,138	+27%	+$1.2M	0.58%	49
2024 Q3	$4.03M	Buy	74,016 +2,776	+4%	+$147K	0.53%	52
2024 Q2	$3.66M	Buy	71,240 +9,930	+16%	+$489K	0.59%	48
2024 Q1	$3M	Sell	61,310 -5,273	-8%	-$240K	0.53%	54
2023 Q4	$2.97M	Buy	66,583 +7,401	+13%	+$322K	0.59%	48
2023 Q3	$2.51M	Buy	59,182 +3,532	+6%	+$150K	0.58%	46
2023 Q2	$2.31M	Buy	55,650 +795	+1%	+$31.9K	0.5%	51
2023 Q1	$2.19M	Buy	54,855 +1,013	+2%	+$41.3K	0.55%	49
2022 Q4	$2.19M	Buy	+53,842	New	+$2.22M	0.57%	50

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

Fiduciary Alliance's MLPX Position: Q2 2026 in Review

Fiduciary Alliance increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.3% in Q2 2026, buying an estimated $113K and bringing the position to 122,022 shares worth $8.99M. The position accounts for 0.61% of the portfolio, ranked #39.

Fiduciary Alliance first reported a position in MLPX in Q4 2022 and has held it in 15 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Fiduciary Alliance held 122,022 shares of Global X MLP & Energy Infrastructure ETF worth $8.99M as of Q2 2026.
Fiduciary Alliance bought 1,531 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $113K.
Global X MLP & Energy Infrastructure ETF made up 0.61% of Fiduciary Alliance's portfolio in Q2 2026, its #39 holding.
Fiduciary Alliance first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.