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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
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
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

Klingman & Associates's MLPX Position: Q1 2026 in Review

Klingman & Associates opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2026: 2,904 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in MLPX as recently as Q1 2020.

Klingman & Associates first reported a position in MLPX in Q3 2015 and has held it in 20 quarters since. The position peaked at $2.92M in Q1 2020. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Klingman & Associates held 2,904 shares of Global X MLP & Energy Infrastructure ETF worth $215K as of Q1 2026.
  • Global X MLP & Energy Infrastructure ETF was a new Klingman & Associates position in Q1 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #317 holding.
  • Klingman & Associates first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2015 and has held it in 20 quarters since.
  • Klingman & Associates's Global X MLP & Energy Infrastructure ETF position peaked at $2.92M in Q1 2020.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.