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

Kovack 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
Q1 		$453K Sell
6,550
-840
-11% -$57.2K 0.02% 619
2025
Q4 		$447K Buy
+7,390
New +$443K 0.02% 630

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 $1.09B AUM 11.58% 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

Kovack Advisors's MLPX Position: Q1 2026 in Review

Kovack Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 11% in Q1 2026, selling an estimated $57.2K and leaving 6,550 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #619.

Kovack Advisors first reported a position in MLPX in Q4 2025 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Kovack Advisors held 6,550 shares of Global X MLP & Energy Infrastructure ETF worth $453K as of Q1 2026.
  • Kovack Advisors sold 840 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $57.2K.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #619 holding.
  • Kovack Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.