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

Fortis 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 		$5.47M Buy
74,252
+62
+0.1% +$4.56K 2.56% 11
2026
Q1 		$5.49M Sell
74,190
-6,567
-8% -$447K 2.75% 10
2025
Q4 		$4.89M Sell
80,757
-981
-1% -$58.8K 2.65% 13
2025
Q3 		$5.13M Sell
81,738
-7,943
-9% -$486K 2.88% 12
2025
Q2 		$5.62M Buy
89,681
+375
+0.4% +$22.8K 3.6% 6
2025
Q1 		$5.7M Buy
89,306
+697
+0.8% +$43.9K 3.71% 5
2024
Q4 		$5.37M Buy
88,609
+1,213
+1% +$72.2K 3.52% 7
2024
Q3 		$4.76M Buy
87,396
+3,334
+4% +$176K 3.08% 8
2024
Q2 		$4.29M Buy
84,062
+282
+0.3% +$13.9K 3.02% 7
2024
Q1 		$4.1M Buy
83,780
+629
+0.8% +$28.6K 2.75% 8
2023
Q4 		$3.71M Sell
83,151
-66
-0.1% -$2.87K 2.65% 9
2023
Q3 		$3.53M Sell
83,217
-54,000
-39% -$2.3M 2.65% 9
2023
Q2 		$4.68M Sell
137,217
-33
-0% -$1.32K 3.35% 11
2023
Q1 		$4.55M Sell
137,250
-16,954
-11% -$691K 2.98% 11
2022
Q4 		$5.33M Buy
154,204
+3,641
+2% +$150K 4.06% 8
2022
Q3 		$4.85M Sell
150,563
-15,018
-9% -$611K 3.46% 9
2022
Q2 		$5.5M Buy
165,581
+30,080
+22% +$1.27M 3.64% 9
2022
Q1 		$4.78M Buy
135,501
+18,564
+16% +$732K 2.62% 10
2021
Q4 		$3.45M Buy
116,937
+612
+0.5% +$22.6K 2% 16
2021
Q3 		$3.48M Sell
116,325
-19,240
-14% -$667K 2.13% 14
2021
Q2 		$4.13M Buy
135,565
+587
+0.4% +$20.3K 2.39% 9
2021
Q1 		$3.23M Buy
134,978
+20,632
+18% +$623K 2.3% 12
2020
Q4 		$3.08M Buy
114,346
+4,526
+4% +$115K 2.72% 14
2020
Q3 		$2.42M Buy
109,820
+63,453
+137% +$1.57M 2.26% 14
2020
Q2 		$1.15M Buy
+46,367
New +$1.11M 1.14% 22

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortis Advisors's MLPX Position: Q2 2026 in Review

Fortis Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.08% in Q2 2026, buying an estimated $4.56K and bringing the position to 74,252 shares worth $5.47M. The position accounts for 2.56% of the portfolio, ranked #11.

Fortis Advisors first reported a position in MLPX in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.7M in Q1 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Fortis Advisors held 74,252 shares of Global X MLP & Energy Infrastructure ETF worth $5.47M as of Q2 2026.
  • Fortis Advisors bought 62 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $4.56K.
  • Global X MLP & Energy Infrastructure ETF made up 2.56% of Fortis Advisors's portfolio in Q2 2026, its #11 holding.
  • Fortis Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2020 and has held it in 25 quarters since.
  • Fortis Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $5.7M in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.