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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
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
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

Independent Advisor Alliance's MLPX Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2026: 11,033 shares worth $816K. The stake represents 0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in MLPX as recently as Q4 2024.

Independent Advisor Alliance first reported a position in MLPX in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.45M in Q1 2017. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Independent Advisor Alliance held 11,033 shares of Global X MLP & Energy Infrastructure ETF worth $816K as of Q1 2026.
  • Global X MLP & Energy Infrastructure ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #925 holding.
  • Independent Advisor Alliance first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Global X MLP & Energy Infrastructure ETF position peaked at $1.45M in Q1 2017.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.