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 Q2	$435K	Sell	5,916 -52	-0.9%	-$3.82K	2.1%	13
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 $1.89T 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

MGO Private Wealth's MLPX Position: Q2 2026 in Review

MGO Private Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.87% in Q2 2026, selling an estimated $3.82K and leaving 5,916 shares worth $435K. The position accounts for 2.1% of the portfolio, ranked #13.

MGO Private Wealth first reported a position in MLPX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q4 2025. 345 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

MGO Private Wealth held 5,916 shares of Global X MLP & Energy Infrastructure ETF worth $435K as of Q2 2026.
MGO Private Wealth sold 52 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $3.82K.
Global X MLP & Energy Infrastructure ETF made up 2.1% of MGO Private Wealth's portfolio in Q2 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 16 quarters since.
MGO Private Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $1.27M in Q4 2025.
345 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.