Integrated Wealth Concepts’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Integrated Wealth Concepts’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	$6.59M	Buy	89,501 +6,532	+8%	+$480K	0.03%	490
2026 Q1	$6.13M	Buy	+82,969	New	+$5.65M	0.05%	357
2019 Q3	–	Sell	-58,241	Closed	-$2.26M	–	435
2019 Q2	$2.26M	Sell	58,241 -59	-0.1%	-$2.29K	0.3%	72
2019 Q1	$2.31M	Buy	58,300 +2,534	+5%	+$96.2K	0.39%	60
2018 Q4	$1.83M	Buy	55,766 +1,587	+3%	+$58.5K	0.5%	50
2018 Q3	$2.22M	Sell	54,179 -954	-2%	-$39.1K	0.67%	37
2018 Q2	$2.18M	Sell	55,133 -3,057	-5%	-$117K	0.74%	30
2018 Q1	$2.02M	Buy	58,190 +2,938	+5%	+$116K	0.81%	24
2017 Q4	$2.33M	Buy	+55,252	New	+$2.18M	1%	19

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

Integrated Wealth Concepts's MLPX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7.9% in Q2 2026, buying an estimated $480K and bringing the position to 89,501 shares worth $6.59M. The position accounts for 0.03% of the portfolio, ranked #490.

Integrated Wealth Concepts first reported a position in MLPX in Q4 2017 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Integrated Wealth Concepts held 89,501 shares of Global X MLP & Energy Infrastructure ETF worth $6.59M as of Q2 2026.
Integrated Wealth Concepts bought 6,532 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $480K.
Global X MLP & Energy Infrastructure ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #490 holding.
Integrated Wealth Concepts first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.