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Legacy Capital Wealth Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Legacy Capital Wealth 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
Q1 		$2.15M Sell
29,030
-1,688
-5% -$115K 0.44% 37
2025
Q4 		$1.86M Buy
30,718
+789
+3% +$47.3K 0.4% 42
2025
Q3 		$1.88M Buy
29,929
+683
+2% +$41.8K 0.41% 42
2025
Q2 		$1.83M Sell
29,246
-214
-0.7% -$13K 0.42% 40
2025
Q1 		$1.88M Sell
29,460
-2,547
-8% -$160K 0.46% 33
2024
Q4 		$1.94M Sell
32,007
-33,494
-51% -$1.99M 0.48% 30
2024
Q3 		$3.57M Buy
65,501
+31,709
+94% +$1.68M 0.71% 24
2024
Q2 		$1.73M Buy
+33,792
New +$1.66M 0.44% 40
2024
Q1 		– Sell
-39,147
Closed -$1.75M – 255
2023
Q4 		$1.75M Sell
39,147
-5,815
-13% -$253K 0.49% 40
2023
Q3 		$1.91M Buy
+44,962
New +$1.91M 0.52% 35
2023
Q2 		– Sell
-45,225
Closed -$1.81M – 158
2023
Q1 		$1.81M Sell
45,225
-1,842
-4% -$75.1K 0.49% 38
2022
Q4 		$1.92M Buy
47,067
+2,603
+6% +$107K 0.92% 27
2022
Q3 		$1.67M Buy
44,464
+670
+2% +$27.3K 0.88% 29
2022
Q2 		$1.67M Buy
43,794
+683
+2% +$28.8K 0.84% 29
2022
Q1 		$1.84M Sell
43,111
-8,666
-17% -$342K 0.79% 29
2021
Q4 		$1.99M Buy
51,777
+3,210
+7% +$118K 0.82% 21
2021
Q3 		$3.85M Buy
+48,567
New +$1.68M 1.51% 20
2021
Q2 		– Sell
-43,838
Closed -$1.39M – 59
2021
Q1 		$1.39M Sell
43,838
-242
-0.5% -$7.31K 0.57% 28
2020
Q4 		$1.19M Buy
+44,080
New +$1.12M 0.51% 28

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

Legacy Capital Wealth Partners's MLPX Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 5.5% in Q1 2026, selling an estimated $115K and leaving 29,030 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #37.

Legacy Capital Wealth Partners first reported a position in MLPX in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.85M in Q3 2021. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Legacy Capital Wealth Partners held 29,030 shares of Global X MLP & Energy Infrastructure ETF worth $2.15M as of Q1 2026.
  • Legacy Capital Wealth Partners sold 1,688 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $115K.
  • Global X MLP & Energy Infrastructure ETF made up 0.44% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Legacy Capital Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 19 quarters since.
  • Legacy Capital Wealth Partners's Global X MLP & Energy Infrastructure ETF position peaked at $3.85M in Q3 2021.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.