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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
Q2 		– Sell
-2,798
Closed -$207K – 1265
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 $1.89T 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

Foundations Investment Advisors's MLPX Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026, closing a stake of 2,798 shares — an estimated $207K sold.

Foundations Investment Advisors first reported a position in MLPX in Q4 2025 and held it in 2 quarters. The position peaked at $320K in Q4 2025. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,798 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $207K.
  • Foundations Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $320K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.