KMG Fiduciary Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

KMG Fiduciary Partners’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	$5.27M	Buy	71,576 +3,248	+5%	+$239K	0.49%	50
2026 Q1	$5.05M	Buy	68,328 +800	+1%	+$54.5K	0.37%	74
2025 Q4	$4.09M	Buy	67,528 +2,702	+4%	+$162K	0.29%	82
2025 Q3	$4.07M	Buy	64,826 +14,326	+28%	+$876K	0.27%	87
2025 Q2	$3.16M	Buy	50,500 +779	+2%	+$47.3K	0.23%	102
2025 Q1	$3.17M	Sell	49,721 -8,137	-14%	-$513K	0.26%	92
2024 Q4	$3.5M	Buy	57,858 +419	+0.7%	+$24.9K	0.29%	85
2024 Q3	$3.13M	Sell	57,439 -22,064	-28%	-$1.17M	0.27%	88
2024 Q2	$4.06M	Buy	79,503 +126	+0.2%	+$6.21K	0.4%	61
2024 Q1	$3.89M	Sell	79,377 -117	-0.1%	-$5.33K	0.4%	60
2023 Q4	$3.55M	Buy	79,494 +1,089	+1%	+$47.3K	0.41%	63
2023 Q3	$3.32M	Buy	78,405 +1,435	+2%	+$61K	0.44%	61
2023 Q2	$3.2M	Buy	76,970 +8,853	+13%	+$355K	0.41%	65
2023 Q1	$2.72M	Buy	68,117 +2,910	+4%	+$119K	0.39%	70
2022 Q4	$2.66M	Buy	65,207 +4,203	+7%	+$173K	0.44%	69
2022 Q3	$2.29M	Buy	61,004 +45,394	+291%	+$1.85M	0.44%	65
2022 Q2	$595K	Buy	15,610 +8,374	+116%	+$353K	0.11%	132
2022 Q1	$309K	Buy	+7,236	New	+$285K	0.05%	172

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

KMG Fiduciary Partners's MLPX Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.8% in Q2 2026, buying an estimated $239K and bringing the position to 71,576 shares worth $5.27M. The position accounts for 0.49% of the portfolio, ranked #50.

KMG Fiduciary Partners first reported a position in MLPX in Q1 2022 and has held it in 18 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

KMG Fiduciary Partners held 71,576 shares of Global X MLP & Energy Infrastructure ETF worth $5.27M as of Q2 2026.
KMG Fiduciary Partners bought 3,248 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $239K.
Global X MLP & Energy Infrastructure ETF made up 0.49% of KMG Fiduciary Partners's portfolio in Q2 2026, its #50 holding.
KMG Fiduciary Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and has held it in 18 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.