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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lionsbridge Wealth Management's MLPX Position: Q1 2026 in Review

Lionsbridge Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.6% in Q1 2026, buying an estimated $5.38K and bringing the position to 4,961 shares worth $367K. The position accounts for 0.37% of the portfolio, ranked #48.

Lionsbridge Wealth Management first reported a position in MLPX in Q1 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Lionsbridge Wealth Management held 4,961 shares of Global X MLP & Energy Infrastructure ETF worth $367K as of Q1 2026.
Lionsbridge Wealth Management bought 79 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $5.38K.
Global X MLP & Energy Infrastructure ETF made up 0.37% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #48 holding.
Lionsbridge Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 5 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.