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 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 $1.66T 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 $980M AUM 9.86% 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

ORBA Wealth Advisors's MLPX Position: Q1 2026 in Review

ORBA Wealth Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q1 2026 at 3,540 shares worth $262K. The position accounts for 0.31% of the portfolio, ranked #61.

ORBA Wealth Advisors first reported a position in MLPX in Q4 2023 and has held it in 10 quarters since. The position peaked at $575K in Q1 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

ORBA Wealth Advisors held 3,540 shares of Global X MLP & Energy Infrastructure ETF worth $262K as of Q1 2026.
ORBA Wealth Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q1 2026.
Global X MLP & Energy Infrastructure ETF made up 0.31% of ORBA Wealth Advisors's portfolio in Q1 2026, its #61 holding.
ORBA Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $575K in Q1 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.