Key Financial Inc’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Key Financial Inc’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	$36.8K	Hold	500	–	–	0.01%	599
2026 Q1	$37K	Hold	500	–	–	0.01%	596
2025 Q4	$30.3K	Hold	500	–	–	0.01%	634
2025 Q3	$31.3K	Hold	500	–	–	0.01%	607
2025 Q2	$31.3K	Hold	500	–	–	0.01%	588
2025 Q1	$31.9K	Hold	500	–	–	0.01%	561
2024 Q4	$30.3K	Buy	+500	New	+$29.7K	0.01%	569

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 Financial Inc's MLPX Position: Q2 2026 in Review

Key Financial Inc held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 500 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #599.

Key Financial Inc first reported a position in MLPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $37K in Q1 2026. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Key Financial Inc held 500 shares of Global X MLP & Energy Infrastructure ETF worth $36.8K as of Q2 2026.
Key Financial Inc left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #599 holding.
Key Financial Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Key Financial Inc's Global X MLP & Energy Infrastructure ETF position peaked at $37K in Q1 2026.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.