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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Naviter Wealth's MLPX Position: Q1 2026 in Review

Naviter Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.63% in Q1 2026, selling an estimated $5.45K and leaving 12,602 shares worth $932K. The position accounts for 0.12% of the portfolio, ranked #161.

Naviter Wealth first reported a position in MLPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.57M in Q3 2025. 340 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Naviter Wealth held 12,602 shares of Global X MLP & Energy Infrastructure ETF worth $932K as of Q1 2026.
Naviter Wealth sold 80 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $5.45K.
Global X MLP & Energy Infrastructure ETF made up 0.12% of Naviter Wealth's portfolio in Q1 2026, its #161 holding.
Naviter Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
Naviter Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $4.57M in Q3 2025.
340 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.