Menlo Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Menlo Advisors’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	$8.54M	Buy	115,872 +16,620	+17%	+$1.22M	3.74%	11
2026 Q1	$6.01M	Hold	99,252	–	–	2.7%	13
2025 Q4	$6.01M	Buy	99,252 +15	+0%	+$898	2.7%	13
2025 Q3	$6.22M	Sell	99,237 -1,460	-1%	-$89.3K	2.95%	14
2025 Q2	$6.31M	Sell	100,697 -1,695	-2%	-$103K	3.4%	13
2025 Q1	$6.53M	Buy	102,392 +20,990	+26%	+$1.32M	3.11%	12
2024 Q4	$4.93M	Hold	81,402	–	–	2.51%	16
2024 Q3	$4.43M	Buy	81,402 +75,597	+1,302%	+$3.99M	2.28%	16
2024 Q2	$296K	Buy	+5,805	New	+$286K	0.16%	27

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

Menlo Advisors's MLPX Position: Q2 2026 in Review

Menlo Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 17% in Q2 2026, buying an estimated $1.22M and bringing the position to 115,872 shares worth $8.54M. The position accounts for 3.74% of the portfolio, ranked #11.

Menlo Advisors first reported a position in MLPX in Q2 2024 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Menlo Advisors held 115,872 shares of Global X MLP & Energy Infrastructure ETF worth $8.54M as of Q2 2026.
Menlo Advisors bought 16,620 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.22M.
Global X MLP & Energy Infrastructure ETF made up 3.74% of Menlo Advisors's portfolio in Q2 2026, its #11 holding.
Menlo Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Menlo Advisors's 13F filing for Q2 2026, filed 10 Sep 2026.