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

ORBA 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	$249K	Sell	3,374 -166	-5%	-$12.2K	0.21%	76
2026 Q1	$262K	Hold	3,540	–	–	0.31%	61
2025 Q4	$214K	Sell	3,540 -3,083	-47%	-$185K	0.19%	75
2025 Q3	$415K	Hold	6,623	–	–	0.34%	57
2025 Q2	$415K	Sell	6,623 -2,389	-27%	-$145K	0.38%	50
2025 Q1	$575K	Sell	9,012 -22	-0.2%	-$1.39K	0.29%	56
2024 Q4	$547K	Buy	9,034 +19	+0.2%	+$1.13K	0.29%	59
2024 Q3	$491K	Sell	9,015 -1,330	-13%	-$70.3K	0.25%	66
2024 Q2	$528K	Buy	10,345 +3	+0%	+$148	0.27%	59
2024 Q1	$507K	Buy	10,342 +3	+0%	+$137	0.28%	55
2023 Q4	$461K	Buy	+10,339	New	+$449K	0.28%	52

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

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

ORBA Wealth Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.7% in Q2 2026, selling an estimated $12.2K and leaving 3,374 shares worth $249K. The position accounts for 0.21% of the portfolio, ranked #76.

ORBA Wealth Advisors first reported a position in MLPX in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q1 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

ORBA Wealth Advisors held 3,374 shares of Global X MLP & Energy Infrastructure ETF worth $249K as of Q2 2026.
ORBA Wealth Advisors sold 166 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $12.2K.
Global X MLP & Energy Infrastructure ETF made up 0.21% of ORBA Wealth Advisors's portfolio in Q2 2026, its #76 holding.
ORBA Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $575K in Q1 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.