Great Valley Advisor Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Great Valley Advisor Group’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	$971K	Sell	13,178 -169	-1%	-$12.4K	0.02%	555
2026 Q1	$987K	Sell	13,347 -1,097	-8%	-$74.7K	0.02%	513
2025 Q4	$874K	Sell	14,444 -2,290	-14%	-$137K	0.02%	510
2025 Q3	$1.05M	Sell	16,734 -1,453	-8%	-$88.9K	0.02%	467
2025 Q2	$1.14M	Buy	18,187 +733	+4%	+$44.5K	0.03%	432
2025 Q1	$1.11M	Buy	17,454 +920	+6%	+$58K	0.02%	431
2024 Q4	$1M	Sell	16,534 -672	-4%	-$40K	0.02%	441
2024 Q3	$937K	Buy	+17,206	New	+$909K	0.02%	439
2023 Q2	–	Sell	-6,935	Closed	-$277K	–	728
2023 Q1	$277K	Sell	6,935 -24	-0.3%	-$979	0.01%	565
2022 Q4	$284K	Sell	6,959 -380	-5%	-$15.6K	0.01%	558
2022 Q3	$275K	Sell	7,339 -24	-0.3%	-$977	0.02%	551
2022 Q2	$281K	Buy	+7,363	New	+$310K	0.02%	560
2019 Q1	–	Sell	-12,003	Closed	-$747K	–	308
2018 Q4	$747K	Buy	+12,003	New	+$442K	0.28%	91

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

Great Valley Advisor Group's MLPX Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.3% in Q2 2026, selling an estimated $12.4K and leaving 13,178 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #555.

Great Valley Advisor Group first reported a position in MLPX in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.14M in Q2 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Great Valley Advisor Group held 13,178 shares of Global X MLP & Energy Infrastructure ETF worth $971K as of Q2 2026.
Great Valley Advisor Group sold 169 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $12.4K.
Global X MLP & Energy Infrastructure ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #555 holding.
Great Valley Advisor Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and has held it in 13 quarters since.
Great Valley Advisor Group's Global X MLP & Energy Infrastructure ETF position peaked at $1.14M in Q2 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.