Jones Financial Companies’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Jones Financial Companies’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	$4.17M	Buy	55,573 +9,655	+21%	+$710K	﹤0.01%	1267
2026 Q1	$3.46M	Buy	45,918 +3,918	+9%	+$267K	﹤0.01%	1218
2025 Q4	$2.54M	Buy	42,000 +7,976	+23%	+$478K	﹤0.01%	860
2025 Q3	$2.14M	Buy	34,024 +3,076	+10%	+$188K	﹤0.01%	827
2025 Q2	$1.93M	Buy	30,948 +2,750	+10%	+$167K	﹤0.01%	762
2025 Q1	$1.8M	Buy	28,198 +5,400	+24%	+$340K	﹤0.01%	683
2024 Q4	$1.38M	Buy	22,798 +7,404	+48%	+$440K	﹤0.01%	658
2024 Q3	$832K	Buy	15,394 +9,557	+164%	+$505K	﹤0.01%	659
2024 Q2	$298K	Buy	+5,837	New	+$287K	﹤0.01%	710

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

Jones Financial Companies's MLPX Position: Q2 2026 in Review

Jones Financial Companies increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 21% in Q2 2026, buying an estimated $710K and bringing the position to 55,573 shares worth $4.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Jones Financial Companies first reported a position in MLPX in Q2 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Jones Financial Companies held 55,573 shares of Global X MLP & Energy Infrastructure ETF worth $4.17M as of Q2 2026.
Jones Financial Companies bought 9,655 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $710K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1267 holding.
Jones Financial Companies first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.