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

MMBG Investment 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 		$261K Hold
3,540
– – 0.02% 167
2026
Q1 		$262K Hold
3,540
– – 0.02% 164
2025
Q4 		$215K Hold
3,540
– – 0.02% 174
2025
Q3 		$222K Hold
3,540
– – 0.02% 176
2025
Q2 		$222K Buy
+3,540
New +$215K 0.02% 173

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

MMBG Investment Advisors's MLPX Position: Q2 2026 in Review

MMBG Investment Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 3,540 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #167.

MMBG Investment Advisors first reported a position in MLPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $262K in Q1 2026. 233 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • MMBG Investment Advisors held 3,540 shares of Global X MLP & Energy Infrastructure ETF worth $261K as of Q2 2026.
  • MMBG Investment Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of MMBG Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • MMBG Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
  • MMBG Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $262K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.