Leavell Investment Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Leavell Investment Management’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	$4.35M	Sell	59,072 -813	-1%	-$59.8K	0.16%	150
2026 Q1	$4.43M	Sell	59,885 -3,763	-6%	-$256K	0.18%	136
2025 Q4	$3.86M	Buy	63,648 +7,140	+13%	+$428K	0.16%	144
2025 Q3	$3.54M	Buy	56,508 +3,650	+7%	+$223K	0.15%	148
2025 Q2	$3.31M	Buy	52,858 +7,321	+16%	+$445K	0.15%	152
2025 Q1	$2.91M	Buy	45,537 +4,013	+10%	+$253K	0.14%	155
2024 Q4	$2.52M	Buy	41,524 +7,248	+21%	+$431K	0.12%	168
2024 Q3	$1.87M	Buy	34,276 +912	+3%	+$48.2K	0.09%	206
2024 Q2	$1.7M	Buy	33,364 +5,360	+19%	+$264K	0.09%	199
2024 Q1	$1.37M	Buy	28,004 +2,773	+11%	+$126K	0.08%	226
2023 Q4	$1.13M	Buy	25,231 +4,220	+20%	+$183K	0.07%	237
2023 Q3	$891K	Buy	21,011 +3,027	+17%	+$129K	0.06%	264
2023 Q2	$748K	Buy	17,984 +2,120	+13%	+$84.9K	0.05%	282
2023 Q1	$634K	Buy	15,864 +3,795	+31%	+$155K	0.05%	297
2022 Q4	$492K	Buy	12,069 +3,900	+48%	+$161K	0.04%	314
2022 Q3	$306K	Buy	+8,169	New	+$332K	0.02%	371

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

Leavell Investment Management's MLPX Position: Q2 2026 in Review

Leavell Investment Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.4% in Q2 2026, selling an estimated $59.8K and leaving 59,072 shares worth $4.35M. The position accounts for 0.16% of the portfolio, ranked #150.

Leavell Investment Management first reported a position in MLPX in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.43M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Leavell Investment Management held 59,072 shares of Global X MLP & Energy Infrastructure ETF worth $4.35M as of Q2 2026.
Leavell Investment Management sold 813 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $59.8K.
Global X MLP & Energy Infrastructure ETF made up 0.16% of Leavell Investment Management's portfolio in Q2 2026, its #150 holding.
Leavell Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
Leavell Investment Management's Global X MLP & Energy Infrastructure ETF position peaked at $4.43M in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.