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MAI Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

MAI Capital 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 		$13.5M Buy
183,569
+273
+0.1% +$20.1K 0.05% 290
2026
Q1 		$13.6M Sell
183,296
-3,179
-2% -$216K 0.08% 229
2025
Q4 		$11.3M Sell
186,475
-10,425
-5% -$624K 0.06% 250
2025
Q3 		$12.3M Sell
196,900
-2,232
-1% -$137K 0.08% 217
2025
Q2 		$12.5M Buy
199,132
+1,431
+0.7% +$86.9K 0.09% 197
2025
Q1 		$12.6M Buy
197,701
+1,308
+0.7% +$82.4K 0.1% 188
2024
Q4 		$11.9M Buy
196,393
+12,919
+7% +$769K 0.09% 191
2024
Q3 		$9.99M Sell
183,474
-2,335
-1% -$123K 0.1% 166
2024
Q2 		$9.49M Sell
185,809
-4,473
-2% -$220K 0.09% 168
2024
Q1 		$9.32M Sell
190,282
-6,571
-3% -$299K 0.1% 169
2023
Q4 		$8.78M Sell
196,853
-10,455
-5% -$454K 0.12% 149
2023
Q3 		$8.79M Sell
207,308
-11,439
-5% -$486K 0.13% 144
2023
Q2 		$9.09M Sell
218,747
-40,160
-16% -$1.61M 0.13% 140
2023
Q1 		$10.3M Sell
258,907
-9,202
-3% -$375K 0.16% 124
2022
Q4 		$10.9M Buy
268,109
+1,805
+0.7% +$74.3K 0.18% 116
2022
Q3 		$9.98M Sell
266,304
-8,809
-3% -$359K 0.19% 114
2022
Q2 		$10.5M Sell
275,113
-7,929
-3% -$334K 0.2% 104
2022
Q1 		$12.1M Sell
283,042
-10,117
-3% -$399K 0.2% 106
2021
Q4 		$10.4M Buy
+293,159
New +$10.8M 0.17% 115

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAI Capital Management's MLPX Position: Q2 2026 in Review

MAI Capital Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.15% in Q2 2026, buying an estimated $20.1K and bringing the position to 183,569 shares worth $13.5M. The position accounts for 0.05% of the portfolio, ranked #290.

MAI Capital Management first reported a position in MLPX in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.6M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • MAI Capital Management held 183,569 shares of Global X MLP & Energy Infrastructure ETF worth $13.5M as of Q2 2026.
  • MAI Capital Management bought 273 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $20.1K.
  • Global X MLP & Energy Infrastructure ETF made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #290 holding.
  • MAI Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 19 quarters since.
  • MAI Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $13.6M in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.