Grandview Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Grandview Asset 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	$370K	Sell	5,008 -438	-8%	-$29.8K	0.11%	100
2025 Q4	$330K	Sell	5,446 -1,562	-22%	-$93.6K	0.09%	109
2025 Q3	$439K	Sell	7,008 -1,945	-22%	-$119K	0.12%	98
2025 Q2	$561K	Sell	8,953 -82	-0.9%	-$4.98K	0.18%	77
2025 Q1	$577K	Buy	+9,035	New	+$569K	0.22%	72

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Grandview Asset Management's MLPX Position: Q1 2026 in Review

Grandview Asset Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 8% in Q1 2026, selling an estimated $29.8K and leaving 5,008 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #100.

Grandview Asset Management first reported a position in MLPX in Q1 2025 and has held it in 5 quarters since. The position peaked at $577K in Q1 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Grandview Asset Management held 5,008 shares of Global X MLP & Energy Infrastructure ETF worth $370K as of Q1 2026.
Grandview Asset Management sold 438 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $29.8K.
Global X MLP & Energy Infrastructure ETF made up 0.11% of Grandview Asset Management's portfolio in Q1 2026, its #100 holding.
Grandview Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 5 quarters since.
Grandview Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $577K in Q1 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.