Kingswood Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Kingswood Wealth 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	$249K	Buy	3,381 +203	+6%	+$14.9K	0.01%	862
2026 Q1	$235K	Buy	+3,178	New	+$216K	0.01%	820
2025 Q3	–	Sell	-3,303	Closed	-$207K	–	826
2025 Q2	$207K	Sell	3,303 -3,490	-51%	-$212K	0.02%	696
2025 Q1	$433K	Buy	6,793 +2,694	+66%	+$170K	0.04%	434
2024 Q4	$248K	Sell	4,099 -3,067	-43%	-$182K	0.02%	669
2024 Q3	$390K	Buy	+7,166	New	+$379K	0.03%	520

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

Kingswood Wealth Advisors's MLPX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 6.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,381 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #862.

Kingswood Wealth Advisors first reported a position in MLPX in Q3 2024 and has held it in 6 quarters since. The position peaked at $433K in Q1 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Kingswood Wealth Advisors held 3,381 shares of Global X MLP & Energy Infrastructure ETF worth $249K as of Q2 2026.
Kingswood Wealth Advisors bought 203 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $14.9K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #862 holding.
Kingswood Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $433K in Q1 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.