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LifeSteps Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

LifeSteps Financial’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 		$2.21K Buy
+30
New +$2.21K ﹤0.01% 661

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

LifeSteps Financial's MLPX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 30 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

144 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • LifeSteps Financial held 30 shares of Global X MLP & Energy Infrastructure ETF worth $2.21K as of Q2 2026.
  • Global X MLP & Energy Infrastructure ETF was a new LifeSteps Financial position in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #661 holding.
  • 144 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.