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IAG Wealth Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

IAG Wealth Partners’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 		$194K Sell
2,625
-277
-10% -$18.9K 0.02% 121
2025
Q4 		$176K Hold
2,902
– – 0.02% 124
2025
Q3 		$182K Hold
2,902
– – 0.02% 123
2025
Q2 		$182K Sell
2,902
-15
-0.5% -$911 0.02% 114
2025
Q1 		$186K Sell
2,917
-25
-0.8% -$1.57K 0.03% 110
2024
Q4 		$178K Hold
2,942
– – 0.03% 104
2024
Q3 		$160K Sell
2,942
-9
-0.3% -$475 0.03% 103
2024
Q2 		$151K Sell
2,951
-200
-6% -$9.85K 0.03% 103
2024
Q1 		$154K Sell
3,151
-44
-1% -$2K 0.03% 100
2023
Q4 		$143K Sell
3,195
-163
-5% -$7.08K 0.03% 96
2023
Q3 		$142K Sell
3,358
-424
-11% -$18K 0.04% 92
2023
Q2 		$157K Hold
3,782
– – 0.04% 98
2023
Q1 		$151K Sell
3,782
-361
-9% -$14.7K 0.04% 90
2022
Q4 		$169K Sell
4,143
-1,611
-28% -$66.3K 0.05% 81
2022
Q3 		$216K Sell
5,754
-4,423
-43% -$180K 0.07% 57
2022
Q2 		$388K Sell
10,177
-96,204
-90% -$4.05M 0.13% 49
2022
Q1 		$4.54M Sell
106,381
-14,877
-12% -$586K 1.43% 16
2021
Q4 		$4.28M Buy
121,258
+1,704
+1% +$62.8K 1.37% 16
2021
Q3 		$4.29M Sell
119,554
-1,653
-1% -$57.3K 1.53% 15
2021
Q2 		$4.41M Buy
121,207
+355
+0.3% +$12.3K 1.58% 16
2021
Q1 		$3.82M Buy
120,852
+3,245
+3% +$98K 1.46% 18
2020
Q4 		$3.17M Buy
117,607
+6,960
+6% +$177K 1.29% 18
2020
Q3 		$2.44M Buy
110,647
+18,745
+20% +$464K 1.13% 20
2020
Q2 		$2.29M Buy
+91,902
New +$2.21M 1.11% 20

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAG Wealth Partners's MLPX Position: Q1 2026 in Review

IAG Wealth Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 9.5% in Q1 2026, selling an estimated $18.9K and leaving 2,625 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #121.

IAG Wealth Partners first reported a position in MLPX in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.54M in Q1 2022. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • IAG Wealth Partners held 2,625 shares of Global X MLP & Energy Infrastructure ETF worth $194K as of Q1 2026.
  • IAG Wealth Partners sold 277 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $18.9K.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #121 holding.
  • IAG Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2020 and has held it in 24 quarters since.
  • IAG Wealth Partners's Global X MLP & Energy Infrastructure ETF position peaked at $4.54M in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.