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 Q2	$196K	Sell	2,655 -60	-2%	-$4.41K	0.04%	116
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 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

FWL Investment Management's MLPX Position: Q2 2026 in Review

FWL Investment Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.2% in Q2 2026, selling an estimated $4.41K and leaving 2,655 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #116.

FWL Investment Management first reported a position in MLPX in Q4 2022 and has held it in 14 quarters since. The position peaked at $201K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

FWL Investment Management held 2,655 shares of Global X MLP & Energy Infrastructure ETF worth $196K as of Q2 2026.
FWL Investment Management sold 60 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $4.41K.
Global X MLP & Energy Infrastructure ETF made up 0.04% of FWL Investment Management's portfolio in Q2 2026, its #116 holding.
FWL Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
FWL Investment Management's Global X MLP & Energy Infrastructure ETF position peaked at $201K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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