Independent Advisor Alliance’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Independent Advisor Alliance’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	–	Sell	-11,033	Closed	-$816K	–	1428
2026 Q1	$816K	Buy	+11,033	New	+$751K	0.01%	925
2025 Q1	–	Sell	-10,946	Closed	-$663K	–	1159
2024 Q4	$663K	Buy	+10,946	New	+$651K	0.01%	855
2017 Q2	–	Sell	-32,841	Closed	-$1.45M	–	341
2017 Q1	$1.45M	Buy	+32,841	New	+$1.46M	0.23%	128

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

Independent Advisor Alliance's MLPX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026, closing a stake of 11,033 shares — an estimated $816K sold.

Independent Advisor Alliance first reported a position in MLPX in Q1 2017 and held it in 3 quarters. The position peaked at $1.45M in Q1 2017. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Independent Advisor Alliance reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 11,033 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $816K.
Independent Advisor Alliance first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's Global X MLP & Energy Infrastructure ETF position peaked at $1.45M in Q1 2017.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.