Jim Simons’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Jim Simons’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	$377K	Buy	5,100 +1,700	+50%	+$116K	﹤0.01%	2719
2025 Q4	$206K	Buy	+3,400	New	+$204K	﹤0.01%	2878
2025 Q3	–	Sell	-19,900	Closed	-$1.25M	–	3754
2025 Q2	$1.25M	Buy	+19,900	New	+$1.21M	﹤0.01%	2387
2024 Q1	–	Sell	-14,700	Closed	-$656K	–	3935
2023 Q4	$656K	Buy	14,700 +2,006	+16%	+$87.1K	﹤0.01%	2648
2023 Q3	$538K	Buy	12,694 +2,094	+20%	+$89K	﹤0.01%	2674
2023 Q2	$441K	Buy	+10,600	New	+$425K	﹤0.01%	2941
2023 Q1	–	Sell	-5,400	Closed	-$220K	–	4243
2022 Q4	$220K	Buy	+5,400	New	+$222K	﹤0.01%	3373
2022 Q3	–	Sell	-5,900	Closed	-$225K	–	4278
2022 Q2	$225K	Sell	5,900 -18,200	-76%	-$767K	﹤0.01%	3601
2022 Q1	$1.03M	Buy	24,100 +16,200	+205%	+$639K	﹤0.01%	2705
2021 Q4	$279K	Buy	+7,900	New	+$291K	﹤0.01%	3371

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's MLPX Position: Q1 2026 in Review

Jim Simons increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 50% in Q1 2026, buying an estimated $116K and bringing the position to 5,100 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Jim Simons first reported a position in MLPX in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.25M in Q2 2025. 341 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Jim Simons held 5,100 shares of Global X MLP & Energy Infrastructure ETF worth $377K as of Q1 2026.
Jim Simons bought 1,700 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $116K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2719 holding.
Jim Simons first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 10 quarters since.
Jim Simons's Global X MLP & Energy Infrastructure ETF position peaked at $1.25M in Q2 2025.
341 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.