NWA
MLPX icon

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

Navis Wealth 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 		– Sell
-30,600
Closed -$2.26M – 193
2026
Q1 		$2.26M Buy
+30,600
New +$2.08M 1.15% 15

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

Navis Wealth Advisors's MLPX Position: Q2 2026 in Review

Navis Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026, closing a stake of 30,600 shares — an estimated $2.26M sold.

Navis Wealth Advisors first reported a position in MLPX in Q1 2026 and held it in 1 quarter. The position peaked at $2.26M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Navis Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 30,600 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $2.26M.
  • Navis Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and held it in 1 quarter.
  • Navis Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $2.26M in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.