Lido Advisors
MLPX icon

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

Lido 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
Q2 		$842K Buy
11,424
+308
+3% +$22.6K ﹤0.01% 1182
2026
Q1 		$822K Buy
+11,116
New +$757K ﹤0.01% 1058
2024
Q4 		– Sell
-19,007
Closed -$1.03M – 1561
2024
Q3 		$1.03M Buy
19,007
+498
+3% +$26.3K 0.01% 694
2024
Q2 		$945K Buy
18,509
+11,635
+169% +$573K 0.01% 680
2024
Q1 		$337K Buy
+6,874
New +$313K ﹤0.01% 1044
2023
Q4 		– Sell
-6,899
Closed -$292K – 1394
2023
Q3 		$292K Buy
6,899
+27
+0.4% +$1.15K ﹤0.01% 927
2023
Q2 		$286K Buy
6,872
+27
+0.4% +$1.08K ﹤0.01% 953
2023
Q1 		$273K Buy
6,845
+25
+0.4% +$1.02K ﹤0.01% 900
2022
Q4 		$278K Buy
6,820
+23
+0.3% +$947 ﹤0.01% 810
2022
Q3 		$254K Buy
6,797
+24
+0.4% +$977 ﹤0.01% 818
2022
Q2 		$258K Buy
6,773
+23
+0.3% +$969 ﹤0.01% 796
2022
Q1 		$288K Buy
6,750
+23
+0.3% +$907 ﹤0.01% 824
2021
Q4 		$237K Buy
6,727
+24
+0.4% +$885 ﹤0.01% 903
2021
Q3 		$240K Buy
6,703
+25
+0.4% +$867 ﹤0.01% 827
2021
Q2 		$243K Buy
6,678
+25
+0.4% +$865 ﹤0.01% 803
2021
Q1 		$210K Buy
+6,653
New +$201K ﹤0.01% 796
2020
Q2 		– Sell
-5,113
Closed -$94K – 641
2020
Q1 		$94K Buy
5,113
+142
+3% +$4.33K ﹤0.01% 558
2019
Q4 		$183K Buy
+4,971
New +$175K 0.01% 622

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

Lido Advisors's MLPX Position: Q2 2026 in Review

Lido Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.8% in Q2 2026, buying an estimated $22.6K and bringing the position to 11,424 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Lido Advisors first reported a position in MLPX in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.03M in Q3 2024. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Lido Advisors held 11,424 shares of Global X MLP & Energy Infrastructure ETF worth $842K as of Q2 2026.
  • Lido Advisors bought 308 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $22.6K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1182 holding.
  • Lido Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and has held it in 18 quarters since.
  • Lido Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.03M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.