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

MGO Private 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 Q1	$441K	Sell	5,968 -15,060	-72%	-$1.03M	2.37%	13
2025 Q4	$1.27M	Buy	21,028 +2,101	+11%	+$126K	0.79%	26
2025 Q3	$1.19M	Buy	18,927 +390	+2%	+$23.9K	0.71%	30
2025 Q2	$1.16M	Buy	18,537 +187	+1%	+$11.4K	0.74%	30
2025 Q1	$1.17M	Sell	18,350 -2	-0%	-$126	0.83%	27
2024 Q4	$1.11M	Buy	18,352 +3,720	+25%	+$221K	0.79%	28
2024 Q3	$796K	Buy	14,632 +186	+1%	+$9.83K	0.57%	28
2024 Q2	$737K	Buy	14,446 +24	+0.2%	+$1.18K	0.46%	37
2024 Q1	$707K	Sell	14,422 -124	-0.9%	-$5.65K	0.44%	37
2023 Q4	$649K	Sell	14,546 -2,733	-16%	-$119K	0.45%	36
2023 Q3	$732K	Sell	17,279 -917	-5%	-$39K	0.55%	35
2023 Q2	$756K	Sell	18,196 -760	-4%	-$30.5K	0.57%	36
2023 Q1	$757K	Sell	18,956 -998	-5%	-$40.7K	0.59%	38
2022 Q4	$813K	Buy	19,954 +1,580	+9%	+$65K	0.37%	55
2022 Q3	$689K	Buy	+18,374	New	+$748K	0.33%	58

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGO Private Wealth's MLPX Position: Q1 2026 in Review

MGO Private Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 72% in Q1 2026, selling an estimated $1.03M and leaving 5,968 shares worth $441K. The position accounts for 2.37% of the portfolio, ranked #13.

MGO Private Wealth first reported a position in MLPX in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

MGO Private Wealth held 5,968 shares of Global X MLP & Energy Infrastructure ETF worth $441K as of Q1 2026.
MGO Private Wealth sold 15,060 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $1.03M.
Global X MLP & Energy Infrastructure ETF made up 2.37% of MGO Private Wealth's portfolio in Q1 2026, its #13 holding.
MGO Private Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and has held it in 15 quarters since.
MGO Private Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $1.27M in Q4 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.