Leading Edge Financial Planning’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Leading Edge Financial Planning’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	$260K	Sell	3,532 -2	-0.1%	-$147	0.05%	65
2026 Q1	$261K	Hold	3,534	–	–	0.06%	59
2025 Q4	$214K	Hold	3,534	–	–	0.05%	62
2025 Q3	$222K	Sell	3,534 -4	-0.1%	-$245	0.06%	59
2025 Q2	$222K	Hold	3,538	–	–	0.06%	52
2025 Q1	$226K	Hold	3,538	–	–	0.07%	53
2024 Q4	$214K	Sell	3,538 -196	-5%	-$11.7K	0.07%	55
2024 Q3	$203K	Buy	+3,734	New	+$197K	0.07%	55
2024 Q2	–	Sell	-4,197	Closed	-$206K	–	53
2024 Q1	$206K	Sell	4,197 -833	-17%	-$37.9K	0.09%	49
2023 Q4	$224K	Sell	5,030 -2,663	-35%	-$116K	0.12%	55
2023 Q3	$326K	Sell	7,693 -2,864	-27%	-$122K	0.21%	47
2023 Q2	$439K	Sell	10,557 -4,329	-29%	-$173K	0.29%	34
2023 Q1	$595K	Sell	14,886 -44	-0.3%	-$1.79K	0.43%	34
2022 Q4	$609K	Buy	+14,930	New	+$615K	0.53%	31

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

Leading Edge Financial Planning's MLPX Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.06% in Q2 2026, selling an estimated $147 and leaving 3,532 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #65.

Leading Edge Financial Planning first reported a position in MLPX in Q4 2022 and has held it in 14 quarters since. The position peaked at $609K in Q4 2022. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Leading Edge Financial Planning held 3,532 shares of Global X MLP & Energy Infrastructure ETF worth $260K as of Q2 2026.
Leading Edge Financial Planning sold 2 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $147.
Global X MLP & Energy Infrastructure ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #65 holding.
Leading Edge Financial Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
Leading Edge Financial Planning's Global X MLP & Energy Infrastructure ETF position peaked at $609K in Q4 2022.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.