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

Naviter 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	$4.67M	Buy	63,402 +50,800	+403%	+$3.73M	0.42%	52
2026 Q1	$932K	Sell	12,602 -80	-0.6%	-$5.45K	0.12%	161
2025 Q4	$769K	Sell	12,682 -60,139	-83%	-$3.6M	0.1%	169
2025 Q3	$4.57M	Buy	72,821 +17,927	+33%	+$1.1M	0.53%	39
2025 Q2	$3.44M	Buy	54,894 +51,031	+1,321%	+$3.1M	0.42%	56
2025 Q1	$247K	Hold	3,863	–	–	0.03%	243
2024 Q4	$234K	Buy	+3,863	New	+$230K	0.03%	252

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

Naviter Wealth's MLPX Position: Q2 2026 in Review

Naviter Wealth increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 403% in Q2 2026, buying an estimated $3.73M and bringing the position to 63,402 shares worth $4.67M. The position accounts for 0.42% of the portfolio, ranked #52.

Naviter Wealth first reported a position in MLPX in Q4 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Naviter Wealth held 63,402 shares of Global X MLP & Energy Infrastructure ETF worth $4.67M as of Q2 2026.
Naviter Wealth bought 50,800 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $3.73M.
Global X MLP & Energy Infrastructure ETF made up 0.42% of Naviter Wealth's portfolio in Q2 2026, its #52 holding.
Naviter Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.