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FWL Investment Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

FWL Investment Management’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 		$201K Buy
2,715
+250
+10% +$17K 0.04% 102
2025
Q4 		$149K Buy
2,465
+915
+59% +$54.8K 0.04% 96
2025
Q3 		$97.2K Hold
1,550
– – 0.03% 115
2025
Q2 		$97.1K Sell
1,550
-100
-6% -$6.07K 0.03% 119
2025
Q1 		$105K Sell
1,650
-200
-11% -$12.6K 0.04% 110
2024
Q4 		$112K Hold
1,850
– – 0.04% 107
2024
Q3 		$101K Sell
1,850
-100
-5% -$5.28K 0.04% 97
2024
Q2 		$99.5K Hold
1,950
– – 0.05% 72
2024
Q1 		$95.5K Sell
1,950
-100
-5% -$4.55K 0.05% 73
2023
Q4 		$91.5K Sell
2,050
-350
-15% -$15.2K 0.05% 65
2023
Q3 		$102K Buy
+2,400
New +$102K 0.07% 58
2023
Q2 		– Sell
-900
Closed -$36K – 68
2023
Q1 		$36K Hold
900
– – 0.03% 57
2022
Q4 		$36.7K Buy
+900
New +$37.1K 0.03% 98

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

FWL Investment Management's MLPX Position: Q1 2026 in Review

FWL Investment Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 10% in Q1 2026, buying an estimated $17K and bringing the position to 2,715 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #102.

FWL Investment Management first reported a position in MLPX in Q4 2022 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • FWL Investment Management held 2,715 shares of Global X MLP & Energy Infrastructure ETF worth $201K as of Q1 2026.
  • FWL Investment Management bought 250 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $17K.
  • Global X MLP & Energy Infrastructure ETF made up 0.04% of FWL Investment Management's portfolio in Q1 2026, its #102 holding.
  • FWL Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 13 quarters since.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.