Golden State Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Golden State Wealth 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	$1.55M	Buy	+21,018	New	+$1.55M	0.14%	146
2019 Q4	–	Sell	-42	Closed	-$2K	–	596
2019 Q3	$2K	Buy	+42	New	+$1.56K	﹤0.01%	976

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

Golden State Wealth Management's MLPX Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 21,018 shares worth $1.55M. The stake represents 0.14% of the portfolio and ranks #146 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in MLPX as recently as Q3 2019.

Golden State Wealth Management first reported a position in MLPX in Q3 2019 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Golden State Wealth Management held 21,018 shares of Global X MLP & Energy Infrastructure ETF worth $1.55M as of Q2 2026.
Global X MLP & Energy Infrastructure ETF was a new Golden State Wealth Management position in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #146 holding.
Golden State Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and has held it in 2 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.