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 Q3	$858K	Sell	12,285 -314	-2%	-$23.4K	0.09%	76
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

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

LVZ Inc's MLPX Position: Q3 2026 in Review

LVZ Inc reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.5% in Q3 2026, selling an estimated $23.4K and leaving 12,285 shares worth $858K. The position accounts for 0.09% of the portfolio, ranked #76.

LVZ Inc first reported a position in MLPX in Q1 2025 and has held it in 7 quarters since. The position peaked at $928K in Q2 2026. 120 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

LVZ Inc held 12,285 shares of Global X MLP & Energy Infrastructure ETF worth $858K as of Q3 2026.
LVZ Inc sold 314 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $23.4K.
Global X MLP & Energy Infrastructure ETF made up 0.09% of LVZ Inc's portfolio in Q3 2026, its #76 holding.
LVZ Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 7 quarters since.
LVZ Inc's Global X MLP & Energy Infrastructure ETF position peaked at $928K in Q2 2026.
120 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.