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

Foundations Investment 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
Q1 		$207K Sell
2,798
-2,495
-47% -$170K ﹤0.01% 1093
2025
Q4 		$320K Buy
+5,293
New +$317K ﹤0.01% 869

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foundations Investment Advisors's MLPX Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 47% in Q1 2026, selling an estimated $170K and leaving 2,798 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Foundations Investment Advisors first reported a position in MLPX in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Foundations Investment Advisors held 2,798 shares of Global X MLP & Energy Infrastructure ETF worth $207K as of Q1 2026.
  • Foundations Investment Advisors sold 2,495 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $170K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1093 holding.
  • Foundations Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $320K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.