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

Orgel Wealth Management’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	$1.02M	Buy	13,889 +3,394	+32%	+$250K	0.02%	62
2026 Q1	$776K	Buy	+10,495	New	+$715K	0.02%	56
2019 Q1	–	Sell	-1,358,552	Closed	-$44.5M	–	40
2018 Q4	$44.5M	Buy	1,358,552 +41,570	+3%	+$1.53M	13.45%	3
2018 Q3	$52.8M	Sell	1,316,982 -29	-0%	-$1.19K	23.09%	2
2018 Q2	$52.6M	Buy	1,317,011 +33,240	+3%	+$1.27M	12.98%	3
2018 Q1	$45.3M	Buy	1,283,771 +1,272,806	+11,608%	+$50.1M	11.22%	3
2017 Q4	$447K	Buy	+10,965	New	+$433K	0.11%	24

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

Orgel Wealth Management's MLPX Position: Q2 2026 in Review

Orgel Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 32% in Q2 2026, buying an estimated $250K and bringing the position to 13,889 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #62.

Orgel Wealth Management first reported a position in MLPX in Q4 2017 and has held it in 7 quarters since. The position peaked at $52.8M in Q3 2018. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Orgel Wealth Management held 13,889 shares of Global X MLP & Energy Infrastructure ETF worth $1.02M as of Q2 2026.
Orgel Wealth Management bought 3,394 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $250K.
Global X MLP & Energy Infrastructure ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #62 holding.
Orgel Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and has held it in 7 quarters since.
Orgel Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $52.8M in Q3 2018.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.