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

Fortis Group 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	$7.07K	Hold	96	–	–	﹤0.01%	422
2026 Q1	$7.1K	Hold	96	–	–	﹤0.01%	409
2025 Q4	$5.81K	Hold	96	–	–	﹤0.01%	421
2025 Q3	$6.02K	Hold	96	–	–	﹤0.01%	380
2025 Q2	$6.01K	Hold	96	–	–	﹤0.01%	373
2025 Q1	$6.13K	Hold	96	–	–	﹤0.01%	341
2024 Q4	$5.81K	Hold	96	–	–	﹤0.01%	353
2024 Q3	$5.22K	Hold	96	–	–	﹤0.01%	353
2024 Q2	$4.9K	Hold	96	–	–	﹤0.01%	355
2024 Q1	$4.7K	Sell	96 -96	-50%	-$4.37K	﹤0.01%	376
2023 Q4	$8.57K	Buy	192 +96	+100%	+$4.17K	﹤0.01%	313
2023 Q3	$4.07K	Buy	+96	New	+$4.08K	﹤0.01%	309
2020 Q3	$2K	Buy	+96	New	+$2.38K	﹤0.01%	397

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

Fortis Group Advisors's MLPX Position: Q2 2026 in Review

Fortis Group Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 96 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Fortis Group Advisors first reported a position in MLPX in Q3 2020 and has held it in 13 quarters since. The position peaked at $8.57K in Q4 2023. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Fortis Group Advisors held 96 shares of Global X MLP & Energy Infrastructure ETF worth $7.07K as of Q2 2026.
Fortis Group Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #422 holding.
Fortis Group Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $8.57K in Q4 2023.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.