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

Oak Family 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	$2.08M	Buy	28,205 +45	+0.2%	+$3.31K	0.53%	52
2026 Q1	$2.08M	Sell	28,160 -187	-0.7%	-$12.7K	0.59%	48
2025 Q4	$1.72M	Buy	+28,347	New	+$1.7M	0.47%	53

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

Oak Family Advisors's MLPX Position: Q2 2026 in Review

Oak Family Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.16% in Q2 2026, buying an estimated $3.31K and bringing the position to 28,205 shares worth $2.08M. The position accounts for 0.53% of the portfolio, ranked #52.

Oak Family Advisors first reported a position in MLPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Oak Family Advisors held 28,205 shares of Global X MLP & Energy Infrastructure ETF worth $2.08M as of Q2 2026.
Oak Family Advisors bought 45 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $3.31K.
Global X MLP & Energy Infrastructure ETF made up 0.53% of Oak Family Advisors's portfolio in Q2 2026, its #52 holding.
Oak Family Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
Oak Family Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $2.08M in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.