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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
Q2 		$2.17M Buy
29,452
+422
+1% +$31K 0.42% 45
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Capital Wealth Partners's MLPX Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.5% in Q2 2026, buying an estimated $31K and bringing the position to 29,452 shares worth $2.17M. The position accounts for 0.42% of the portfolio, ranked #45.

Legacy Capital Wealth Partners first reported a position in MLPX in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.85M in Q3 2021. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Legacy Capital Wealth Partners held 29,452 shares of Global X MLP & Energy Infrastructure ETF worth $2.17M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 422 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $31K.
  • Global X MLP & Energy Infrastructure ETF made up 0.42% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Legacy Capital Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's Global X MLP & Energy Infrastructure ETF position peaked at $3.85M in Q3 2021.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.