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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Financial Inc's MLPX Position: Q1 2026 in Review

Key Financial Inc held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q1 2026 at 500 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #596.

Key Financial Inc first reported a position in MLPX in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Key Financial Inc held 500 shares of Global X MLP & Energy Infrastructure ETF worth $37K as of Q1 2026.
  • Key Financial Inc left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q1 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #596 holding.
  • Key Financial Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.