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

Meredith Wealth Planning’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 		$441K Hold
5,985
– – 0.1% 52
2026
Q1 		$443K Buy
+5,985
New +$408K 0.12% 48

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

Meredith Wealth Planning's MLPX Position: Q2 2026 in Review

Meredith Wealth Planning held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 5,985 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #52.

Meredith Wealth Planning first reported a position in MLPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $443K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Meredith Wealth Planning held 5,985 shares of Global X MLP & Energy Infrastructure ETF worth $441K as of Q2 2026.
  • Meredith Wealth Planning left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.1% of Meredith Wealth Planning's portfolio in Q2 2026, its #52 holding.
  • Meredith Wealth Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • Meredith Wealth Planning's Global X MLP & Energy Infrastructure ETF position peaked at $443K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.