Kestra Private Wealth Services’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Kestra Private Wealth Services’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	$231K	Buy	+3,119	New	+$212K	﹤0.01%	1577
2025 Q4	–	Sell	-3,538	Closed	-$222K	–	1780
2025 Q3	$222K	Sell	3,538 -1,205	-25%	-$73.7K	﹤0.01%	1517
2025 Q2	$297K	Sell	4,743 -373	-7%	-$22.7K	﹤0.01%	1286
2025 Q1	$326K	Sell	5,116 -57	-1%	-$3.59K	0.01%	1162
2024 Q4	$313K	Buy	5,173 +54	+1%	+$3.21K	0.01%	1114
2024 Q3	$279K	Buy	5,119 +481	+10%	+$25.4K	0.01%	1111
2024 Q2	$237K	Buy	+4,638	New	+$228K	﹤0.01%	1152

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 $377B AUM 19.32% 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 $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Kestra Private Wealth Services's MLPX Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2026: 3,119 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in MLPX as recently as Q3 2025.

Kestra Private Wealth Services first reported a position in MLPX in Q2 2024 and has held it in 7 quarters since. The position peaked at $326K in Q1 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Kestra Private Wealth Services held 3,119 shares of Global X MLP & Energy Infrastructure ETF worth $231K as of Q1 2026.
Global X MLP & Energy Infrastructure ETF was a new Kestra Private Wealth Services position in Q1 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1577 holding.
Kestra Private Wealth Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's Global X MLP & Energy Infrastructure ETF position peaked at $326K in Q1 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.