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

Naples Global 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 		$3.07M Buy
41,647
+530
+1% +$39K 0.19% 120
2026
Q1 		$3.04M Buy
41,117
+2,194
+6% +$149K 0.22% 120
2025
Q4 		$2.36M Sell
38,923
-885
-2% -$53K 0.18% 135
2025
Q3 		$2.5M Buy
39,808
+716
+2% +$43.8K 0.19% 127
2025
Q2 		$2.45M Buy
39,092
+309
+0.8% +$18.8K 0.21% 125
2025
Q1 		$2.47M Sell
38,783
-1,408
-4% -$88.7K 0.24% 119
2024
Q4 		$2.44M Sell
40,191
-178
-0.4% -$10.6K 0.23% 116
2024
Q3 		$2.2M Sell
40,369
-390
-1% -$20.6K 0.2% 129
2024
Q2 		$2.08M Buy
40,759
+625
+2% +$30.8K 0.21% 130
2024
Q1 		$1.97M Sell
40,134
-645
-2% -$29.4K 0.2% 147
2023
Q4 		$1.82M Buy
40,779
+791
+2% +$34.4K 0.2% 139
2023
Q3 		$1.69M Buy
39,988
+1,345
+3% +$57.2K 0.21% 136
2023
Q2 		$1.61M Buy
38,643
+1,170
+3% +$46.9K 0.19% 150
2023
Q1 		$1.5M Buy
37,473
+1,043
+3% +$42.5K 0.19% 158
2022
Q4 		$1.48M Buy
36,430
+2,700
+8% +$111K 0.19% 164
2022
Q3 		$1.26M Buy
33,730
+970
+3% +$39.5K 0.17% 169
2022
Q2 		$1.25M Sell
32,760
-26
-0.1% -$1.09K 0.16% 179
2022
Q1 		$1.4M Buy
32,786
+450
+1% +$17.7K 0.16% 170
2021
Q4 		$1.14M Buy
32,336
+3,191
+11% +$118K 0.13% 189
2021
Q3 		$1.05M Buy
29,145
+2,727
+10% +$94.5K 0.14% 188
2021
Q2 		$960K Buy
26,418
+2,815
+12% +$97.4K 0.13% 197
2021
Q1 		$746K Buy
23,603
+2,595
+12% +$78.4K 0.11% 216
2020
Q4 		$566K Buy
21,008
+3,667
+21% +$93K 0.1% 228
2020
Q3 		$383K Buy
17,341
+4,397
+34% +$109K 0.07% 248
2020
Q2 		$322K Buy
12,944
+4,654
+56% +$112K 0.07% 268
2020
Q1 		$153K Buy
+8,290
New +$252K 0.04% 303

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

Naples Global Advisors's MLPX Position: Q2 2026 in Review

Naples Global Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.3% in Q2 2026, buying an estimated $39K and bringing the position to 41,647 shares worth $3.07M. The position accounts for 0.19% of the portfolio, ranked #120.

Naples Global Advisors first reported a position in MLPX in Q1 2020 and has held it in 26 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Naples Global Advisors held 41,647 shares of Global X MLP & Energy Infrastructure ETF worth $3.07M as of Q2 2026.
  • Naples Global Advisors bought 530 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $39K.
  • Global X MLP & Energy Infrastructure ETF made up 0.19% of Naples Global Advisors's portfolio in Q2 2026, its #120 holding.
  • Naples Global Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and has held it in 26 quarters since.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.