Lionsbridge Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Lionsbridge Wealth 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 Q3	$300K	Sell	4,290 -421	-9%	-$31.4K	0.33%	60
2026 Q2	$347K	Sell	4,711 -250	-5%	-$18.4K	0.34%	59
2026 Q1	$367K	Buy	4,961 +79	+2%	+$5.38K	0.37%	48
2025 Q4	$296K	Sell	4,882 -13	-0.3%	-$779	0.3%	55
2025 Q3	$307K	Buy	4,895 +148	+3%	+$9.05K	0.3%	56
2025 Q2	$297K	Sell	4,747 -44	-0.9%	-$2.67K	0.3%	57
2025 Q1	$306K	Buy	+4,791	New	+$302K	0.27%	54

Other funds holding MLPX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Payne Capital Management New York $384M AUM 15.68% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Lionsbridge Wealth Management's MLPX Position: Q3 2026 in Review

Lionsbridge Wealth Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 8.9% in Q3 2026, selling an estimated $31.4K and leaving 4,290 shares worth $300K. The position accounts for 0.33% of the portfolio, ranked #60.

Lionsbridge Wealth Management first reported a position in MLPX in Q1 2025 and has held it in 7 quarters since. The position peaked at $367K in Q1 2026. 311 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Lionsbridge Wealth Management held 4,290 shares of Global X MLP & Energy Infrastructure ETF worth $300K as of Q3 2026.
Lionsbridge Wealth Management sold 421 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $31.4K.
Global X MLP & Energy Infrastructure ETF made up 0.33% of Lionsbridge Wealth Management's portfolio in Q3 2026, its #60 holding.
Lionsbridge Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 7 quarters since.
Lionsbridge Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $367K in Q1 2026.
311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.