Focus Partners Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Focus Partners Wealth’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	$13.8M	Sell	187,651 -2,246	-1%	-$165K	0.01%	607
2026 Q1	$14M	Sell	189,897 -3,662	-2%	-$249K	0.02%	611
2025 Q4	$11.7M	Buy	193,559 +14,793	+8%	+$886K	0.01%	653
2025 Q3	$11.2M	Buy	178,766 +185	+0.1%	+$11.3K	0.02%	534
2025 Q2	$11.2M	Sell	178,581 -5,004	-3%	-$304K	0.02%	471
2025 Q1	$11.7M	Sell	183,585 -5,366	-3%	-$338K	0.03%	444
2024 Q4	$11.4M	Buy	188,951 +63,650	+51%	+$3.79M	0.03%	436
2024 Q3	$3.22M	Sell	125,301 -66,104	-35%	-$3.49M	0.01%	666
2024 Q2	$9.77M	Buy	+191,405	New	+$9.43M	0.03%	392

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

Focus Partners Wealth's MLPX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.2% in Q2 2026, selling an estimated $165K and leaving 187,651 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #607.

Focus Partners Wealth first reported a position in MLPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $14M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Focus Partners Wealth held 187,651 shares of Global X MLP & Energy Infrastructure ETF worth $13.8M as of Q2 2026.
Focus Partners Wealth sold 2,246 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $165K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #607 holding.
Focus Partners Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $14M in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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