Klingman & Associates’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Klingman & Associates’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	$215K	Buy	2,917 +13	+0.4%	+$956	0.01%	328
2026 Q1	$215K	Buy	+2,904	New	+$198K	0.01%	317
2020 Q2	–	Sell	-158,810	Closed	-$2.92M	–	132
2020 Q1	$2.92M	Buy	158,810 +128,747	+428%	+$3.92M	0.6%	32
2019 Q4	$1.11M	Sell	30,063 -4,411	-13%	-$155K	0.18%	50
2019 Q3	$1.27M	Sell	34,474 -410	-1%	-$15.2K	0.23%	45
2019 Q2	$1.35M	Buy	34,884 +1,443	+4%	+$56.1K	0.25%	44
2019 Q1	$1.32M	Sell	33,441 -3,393	-9%	-$129K	0.26%	44
2018 Q4	$1.21M	Buy	36,834 +6,140	+20%	+$226K	0.27%	40
2018 Q3	$1.23M	Sell	30,694 -817	-3%	-$33.5K	0.25%	37
2018 Q2	$1.26M	Sell	31,511 -609	-2%	-$23.3K	0.27%	37
2018 Q1	$1.13M	Sell	32,120 -378	-1%	-$14.9K	0.25%	37
2017 Q4	$1.32M	Sell	32,498 -2,076	-6%	-$82K	0.29%	37
2017 Q3	$1.43M	Sell	34,574 -605	-2%	-$24.8K	0.35%	29
2017 Q2	$1.46M	Sell	35,179 -5,512	-14%	-$232K	0.39%	29
2017 Q1	$1.8M	Sell	40,691 -1,975	-5%	-$87.8K	0.5%	27
2016 Q4	$1.9M	Sell	42,666 -51	-0.1%	-$2.25K	0.58%	25
2016 Q3	$1.95M	Sell	42,717 -133	-0.3%	-$5.71K	0.59%	27
2016 Q2	$1.77M	Sell	42,850 -814	-2%	-$31K	0.57%	28
2016 Q1	$1.5M	Buy	43,664 +19,000	+77%	+$596K	0.54%	31
2015 Q4	$859K	Buy	24,664 +4,323	+21%	+$174K	0.32%	37
2015 Q3	$827K	Buy	+20,341	New	+$980K	0.32%	36

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

Klingman & Associates's MLPX Position: Q2 2026 in Review

Klingman & Associates increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.45% in Q2 2026, buying an estimated $956 and bringing the position to 2,917 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #328.

Klingman & Associates first reported a position in MLPX in Q3 2015 and has held it in 21 quarters since. The position peaked at $2.92M in Q1 2020. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Klingman & Associates held 2,917 shares of Global X MLP & Energy Infrastructure ETF worth $215K as of Q2 2026.
Klingman & Associates bought 13 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $956.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #328 holding.
Klingman & Associates first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2015 and has held it in 21 quarters since.
Klingman & Associates's Global X MLP & Energy Infrastructure ETF position peaked at $2.92M in Q1 2020.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.