Key Client Fiduciary Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Key Client Fiduciary Advisors’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	$347K	Hold	4,705	–	–	0.1%	165
2026 Q1	$348K	Sell	4,705 -38,632	-89%	-$2.63M	0.12%	154
2025 Q4	$2.62M	Sell	43,337 -6,275	-13%	-$376K	0.89%	20
2025 Q3	$3.11M	Buy	49,612 +892	+2%	+$54.6K	1.03%	18
2025 Q2	$3.05M	Buy	48,720 +1,810	+4%	+$110K	1.23%	15
2025 Q1	$2.99M	Buy	46,910 +4,450	+10%	+$280K	1.36%	15
2024 Q4	$2.57M	Buy	+42,460	New	+$2.53M	1.13%	16

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

Key Client Fiduciary Advisors's MLPX Position: Q2 2026 in Review

Key Client Fiduciary Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 4,705 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #165.

Key Client Fiduciary Advisors first reported a position in MLPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q3 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Key Client Fiduciary Advisors held 4,705 shares of Global X MLP & Energy Infrastructure ETF worth $347K as of Q2 2026.
Key Client Fiduciary Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.1% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #165 holding.
Key Client Fiduciary Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Key Client Fiduciary Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $3.11M in Q3 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.