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Independent Financial Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Independent Financial 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 		$262K Sell
3,561
-24
-0.7% -$1.76K ﹤0.01% 1333
2026
Q1 		$265K Buy
+3,585
New +$244K 0.01% 1223

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's MLPX Position: Q2 2026 in Review

Independent Financial Group reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.67% in Q2 2026, selling an estimated $1.76K and leaving 3,561 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Independent Financial Group first reported a position in MLPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Independent Financial Group held 3,561 shares of Global X MLP & Energy Infrastructure ETF worth $262K as of Q2 2026.
  • Independent Financial Group sold 24 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.76K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1333 holding.
  • Independent Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Global X MLP & Energy Infrastructure ETF position peaked at $265K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.