Institute for Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Institute for Wealth Management’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	$73.7K	Buy	+1,000	New	+$73.5K	0.01%	769
2020 Q2	–	Sell	-3,333	Closed	-$61K	–	437
2020 Q1	$61K	Buy	+3,333	New	+$102K	0.02%	397
2019 Q2	–	Sell	-3,333	Closed	-$132K	–	488
2019 Q1	$132K	Hold	3,333	–	–	0.03%	430
2018 Q4	$109K	Buy	+3,333	New	+$123K	0.04%	257
2018 Q1	–	Sell	-3,333	Closed	-$136K	–	349
2017 Q4	$136K	Buy	+3,333	New	+$132K	0.03%	369
2017 Q3	–	Sell	-3,333	Closed	-$138K	–	337
2017 Q2	$138K	Buy	+3,333	New	+$140K	0.04%	392

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

Institute for Wealth Management's MLPX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 1,000 shares worth $73.7K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MLPX as recently as Q1 2020.

Institute for Wealth Management first reported a position in MLPX in Q2 2017 and has held it in 6 quarters since. The position peaked at $138K in Q2 2017. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Institute for Wealth Management held 1,000 shares of Global X MLP & Energy Infrastructure ETF worth $73.7K as of Q2 2026.
Global X MLP & Energy Infrastructure ETF was a new Institute for Wealth Management position in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #769 holding.
Institute for Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2017 and has held it in 6 quarters since.
Institute for Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $138K in Q2 2017.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.