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Glassy Mountain Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Glassy Mountain 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 		$3.84M Sell
52,107
-1,554
-3% -$114K 1.05% 33
2026
Q1 		$3.97M Buy
53,661
+342
+0.6% +$23.3K 1.23% 32
2025
Q4 		$3.23M Sell
53,319
-1,590
-3% -$95.2K 0.98% 38
2025
Q3 		$3.44M Sell
54,909
-4,920
-8% -$301K 1.04% 36
2025
Q2 		$3.75M Sell
59,829
-1,137
-2% -$69.1K 1.21% 31
2025
Q1 		$3.89M Buy
60,966
+625
+1% +$39.4K 1.38% 29
2024
Q4 		$3.65M Buy
60,341
+1,660
+3% +$98.8K 1.25% 31
2024
Q3 		$3.19M Buy
58,681
+414
+0.7% +$21.9K 1.12% 32
2024
Q2 		$2.97M Sell
58,267
-159
-0.3% -$7.83K 1.1% 32
2024
Q1 		$2.86M Buy
58,426
+929
+2% +$42.3K 1.08% 33
2023
Q4 		$2.57M Buy
57,497
+4,028
+8% +$175K 1.06% 33
2023
Q3 		$2.22M Buy
53,469
+2,369
+5% +$101K 1.06% 32
2023
Q2 		$2.12M Buy
+51,100
New +$2.05M 0.95% 37
2023
Q1 		– Sell
-46,901
Closed -$1.91M – 152
2022
Q4 		$1.91M Buy
+46,901
New +$1.93M 1.05% 35

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

Glassy Mountain Advisors's MLPX Position: Q2 2026 in Review

Glassy Mountain Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.9% in Q2 2026, selling an estimated $114K and leaving 52,107 shares worth $3.84M. The position accounts for 1.05% of the portfolio, ranked #33.

Glassy Mountain Advisors first reported a position in MLPX in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.97M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Glassy Mountain Advisors held 52,107 shares of Global X MLP & Energy Infrastructure ETF worth $3.84M as of Q2 2026.
  • Glassy Mountain Advisors sold 1,554 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $114K.
  • Global X MLP & Energy Infrastructure ETF made up 1.05% of Glassy Mountain Advisors's portfolio in Q2 2026, its #33 holding.
  • Glassy Mountain Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
  • Glassy Mountain Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $3.97M in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.