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LVZ Inc’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

LVZ Inc’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 		$928K Buy
12,599
+824
+7% +$60.6K 0.09% 70
2026
Q1 		$871K Buy
11,775
+410
+4% +$27.9K 0.1% 62
2025
Q4 		$688K Buy
11,365
+1,453
+15% +$87K 0.08% 80
2025
Q3 		$622K Sell
9,912
-470
-5% -$28.7K 0.07% 80
2025
Q2 		$651K Buy
10,382
+1,024
+11% +$62.2K 0.08% 74
2025
Q1 		$597K Buy
+9,358
New +$590K 0.08% 72

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
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
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 $43.3B AUM 29.3% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LVZ Inc's MLPX Position: Q2 2026 in Review

LVZ Inc increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7% in Q2 2026, buying an estimated $60.6K and bringing the position to 12,599 shares worth $928K. The position accounts for 0.09% of the portfolio, ranked #70.

LVZ Inc first reported a position in MLPX in Q1 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • LVZ Inc held 12,599 shares of Global X MLP & Energy Infrastructure ETF worth $928K as of Q2 2026.
  • LVZ Inc bought 824 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $60.6K.
  • Global X MLP & Energy Infrastructure ETF made up 0.09% of LVZ Inc's portfolio in Q2 2026, its #70 holding.
  • LVZ Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.