MBL Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

MBL Wealth’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	$472K	Sell	6,405 -25	-0.4%	-$1.84K	0.03%	222
2026 Q1	$475K	Buy	6,430 +325	+5%	+$22.1K	0.04%	210
2025 Q4	$370K	Sell	6,105 -94	-2%	-$5.63K	0.03%	215
2025 Q3	$389K	Buy	6,199 +110	+2%	+$6.73K	0.03%	178
2025 Q2	$382K	Sell	6,089 -10	-0.2%	-$607	0.04%	167
2025 Q1	$389K	Sell	6,099 -25	-0.4%	-$1.57K	0.04%	155
2024 Q4	$371K	Sell	6,124 -600	-9%	-$35.7K	0.04%	151
2024 Q3	$366K	Buy	6,724 +154	+2%	+$8.13K	0.04%	147
2024 Q2	$335K	Hold	6,570	–	–	0.04%	151
2024 Q1	$322K	Hold	6,570	–	–	0.04%	149
2023 Q4	$293K	Buy	6,570 +15	+0.2%	+$652	0.04%	139
2023 Q3	$278K	Sell	6,555 -700	-10%	-$29.8K	0.04%	144
2023 Q2	$302K	Buy	7,255 +25	+0.3%	+$1K	0.04%	133
2023 Q1	$289K	Sell	7,230 -100	-1%	-$4.08K	0.05%	129
2022 Q4	$299K	Sell	7,330 -5,960	-45%	-$245K	0.06%	128
2022 Q3	$498K	Sell	13,290 -1,680	-11%	-$68.4K	0.11%	95
2022 Q2	$571K	Buy	14,970 +1,820	+14%	+$76.7K	0.14%	85
2022 Q1	$562K	Buy	+13,150	New	+$518K	0.14%	90

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBL Wealth's MLPX Position: Q2 2026 in Review

MBL Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.39% in Q2 2026, selling an estimated $1.84K and leaving 6,405 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #222.

MBL Wealth first reported a position in MLPX in Q1 2022 and has held it in 18 quarters since. The position peaked at $571K in Q2 2022. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

MBL Wealth held 6,405 shares of Global X MLP & Energy Infrastructure ETF worth $472K as of Q2 2026.
MBL Wealth sold 25 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.84K.
Global X MLP & Energy Infrastructure ETF made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #222 holding.
MBL Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and has held it in 18 quarters since.
MBL Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $571K in Q2 2022.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.