LPL Financial
MLPX icon

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

LPL 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
Q1 		$93.8M Sell
1,268,748
-26,267
-2% -$1.79M 0.02% 614
2025
Q4 		$78.4M Sell
1,295,015
-19,885
-2% -$1.19M 0.02% 658
2025
Q3 		$82.5M Sell
1,314,900
-107,491
-8% -$6.57M 0.02% 612
2025
Q2 		$89.1M Buy
1,422,391
+18,329
+1% +$1.11M 0.03% 518
2025
Q1 		$89.6M Buy
1,404,062
+308,235
+28% +$19.4M 0.03% 457
2024
Q4 		$66.4M Buy
1,095,827
+230,052
+27% +$13.7M 0.03% 534
2024
Q3 		$47.1M Buy
865,775
+52,978
+7% +$2.8M 0.02% 643
2024
Q2 		$41.5M Sell
812,797
-6,045
-0.7% -$298K 0.02% 635
2024
Q1 		$40.1M Buy
818,842
+83,355
+11% +$3.8M 0.02% 626
2023
Q4 		$32.8M Buy
735,487
+20,234
+3% +$879K 0.02% 661
2023
Q3 		$30.3M Sell
715,253
-48,696
-6% -$2.07M 0.02% 625
2023
Q2 		$31.8M Sell
763,949
-58,071
-7% -$2.33M 0.02% 599
2023
Q1 		$32.8M Buy
822,020
+26,854
+3% +$1.1M 0.03% 544
2022
Q4 		$32.4M Buy
795,166
+81,871
+11% +$3.37M 0.03% 514
2022
Q3 		$26.7M Buy
713,295
+61,012
+9% +$2.48M 0.03% 521
2022
Q2 		$24.9M Buy
652,283
+52,012
+9% +$2.19M 0.02% 564
2022
Q1 		$25.6M Buy
600,271
+56,630
+10% +$2.23M 0.02% 570
2021
Q4 		$19.2M Buy
543,641
+36,503
+7% +$1.35M 0.02% 687
2021
Q3 		$18.2M Sell
507,138
-3,377
-0.7% -$117K 0.02% 663
2021
Q2 		$18.6M Buy
510,515
+152,674
+43% +$5.28M 0.02% 625
2021
Q1 		$11.3M Buy
357,841
+99,289
+38% +$3M 0.01% 769
2020
Q4 		$6.97M Buy
258,552
+1,927
+0.8% +$48.9K 0.01% 932
2020
Q3 		$5.67M Sell
256,625
-21,730
-8% -$538K 0.01% 889
2020
Q2 		$6.92M Sell
278,355
-166,400
-37% -$4M 0.01% 726
2020
Q1 		$8.19M Sell
444,755
-78,980
-15% -$2.41M 0.02% 565
2019
Q4 		$19.3M Sell
523,735
-123,303
-19% -$4.33M 0.04% 366
2019
Q3 		$23.9M Sell
647,038
-3,704,117
-85% -$138M 0.05% 292
2019
Q2 		$169M Buy
4,351,155
+205,725
+5% +$8M 0.36% 52
2019
Q1 		$164M Buy
4,145,430
+80,514
+2% +$3.06M 0.37% 46
2018
Q4 		$133M Buy
4,064,916
+360,386
+10% +$13.3M 0.35% 53
2018
Q3 		$148M Buy
3,704,530
+369,363
+11% +$15.1M 0.36% 51
2018
Q2 		$133M Sell
3,335,167
-285,980
-8% -$10.9M 0.35% 52
2018
Q1 		$128M Buy
3,621,147
+451,000
+14% +$17.7M 0.35% 52
2017
Q4 		$129M Buy
3,170,147
+387,898
+14% +$15.3M 0.39% 48
2017
Q3 		$115M Buy
2,782,249
+369,633
+15% +$15.2M 0.41% 47
2017
Q2 		$99.9M Buy
2,412,616
+851,451
+55% +$35.9M 0.38% 52
2017
Q1 		$68.8M Buy
1,561,165
+1,406,460
+909% +$62.6M 0.47% 33
2016
Q4 		$6.96M Buy
154,705
+133,822
+641% +$5.89M 0.05% 311
2016
Q3 		$933K Sell
20,883
-3,487
-14% -$150K 0.01% 1253
2016
Q2 		$997K Sell
24,370
-22,905
-48% -$872K 0.01% 1164
2016
Q1 		$1.55M Buy
47,275
+43
+0.1% +$1.35K ﹤0.01% 1354
2015
Q4 		$1.67M Buy
47,232
+26,737
+130% +$1.08M ﹤0.01% 1293
2015
Q3 		$928K Sell
20,495
-5,962
-23% -$287K 0.01% 1290
2015
Q2 		$1.39M Buy
26,457
+8,956
+51% +$505K 0.01% 1127
2015
Q1 		$981K Sell
17,501
-169
-1% -$9.24K 0.01% 1363
2014
Q4 		$983K Buy
17,670
+6,665
+61% +$377K 0.01% 1318
2014
Q3 		$649K Sell
11,005
-153
-1% -$9.15K ﹤0.01% 1587
2014
Q2 		$664K Buy
+11,158
New +$607K ﹤0.01% 1591

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Payne Capital Management New York $331M AUM 19.65% 1-Year Est. Return

LPL Financial's MLPX Position: Q1 2026 in Review

LPL Financial reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2% in Q1 2026, selling an estimated $1.79M and leaving 1,268,748 shares worth $93.8M. The position accounts for 0.02% of the portfolio, ranked #614.

LPL Financial first reported a position in MLPX in Q2 2014 and has held it in 48 quarters since. The position peaked at $169M in Q2 2019. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • LPL Financial held 1,268,748 shares of Global X MLP & Energy Infrastructure ETF worth $93.8M as of Q1 2026.
  • LPL Financial sold 26,267 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $1.79M.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #614 holding.
  • LPL Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2014 and has held it in 48 quarters since.
  • LPL Financial's Global X MLP & Energy Infrastructure ETF position peaked at $169M in Q2 2019.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.