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 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lionsbridge Wealth Management's MLPX Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 5% in Q2 2026, selling an estimated $18.4K and leaving 4,711 shares worth $347K. The position accounts for 0.34% of the portfolio, ranked #59.

Lionsbridge Wealth Management first reported a position in MLPX in Q1 2025 and has held it in 6 quarters since. The position peaked at $367K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Lionsbridge Wealth Management held 4,711 shares of Global X MLP & Energy Infrastructure ETF worth $347K as of Q2 2026.
Lionsbridge Wealth Management sold 250 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $18.4K.
Global X MLP & Energy Infrastructure ETF made up 0.34% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #59 holding.
Lionsbridge Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
Lionsbridge Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $367K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.