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

Glass Jacobson 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 		$466K Buy
6,326
+1,598
+34% +$117K 0.15% 130
2026
Q1 		$350K Buy
4,728
+2,969
+169% +$202K 0.12% 144
2025
Q4 		$106K Buy
+1,759
New +$105K 0.04% 232

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Glass Jacobson Investment Advisors's MLPX Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 34% in Q2 2026, buying an estimated $117K and bringing the position to 6,326 shares worth $466K. The position accounts for 0.15% of the portfolio, ranked #130.

Glass Jacobson Investment Advisors first reported a position in MLPX in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Glass Jacobson Investment Advisors held 6,326 shares of Global X MLP & Energy Infrastructure ETF worth $466K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 1,598 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $117K.
  • Global X MLP & Energy Infrastructure ETF made up 0.15% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • Glass Jacobson Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.