Osaic Holdings’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Osaic Holdings’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	$12.6M	Buy	171,531 +12,418	+8%	+$913K	0.01%	887
2026 Q1	$11.8M	Buy	159,113 +37,556	+31%	+$2.56M	0.02%	806
2025 Q4	$7.36M	Sell	121,557 -8,469	-7%	-$507K	0.01%	1124
2025 Q3	$8.08M	Buy	130,026 +15,233	+13%	+$932K	0.01%	1152
2025 Q2	$7.2M	Sell	114,793 -5,238	-4%	-$318K	0.01%	1010
2025 Q1	$7.66M	Buy	120,031 +37,286	+45%	+$2.35M	0.02%	827
2024 Q4	$5.01M	Buy	82,745 +36,672	+80%	+$2.18M	0.01%	1039
2024 Q3	$2.51M	Sell	46,073 -3,648	-7%	-$193K	0.01%	1521
2024 Q2	$2.54M	Sell	49,721 -5,421	-10%	-$267K	0.01%	1450
2024 Q1	$2.7M	Sell	55,142 -8,881	-14%	-$404K	0.01%	1477
2023 Q4	$2.86M	Sell	64,023 -14,401	-18%	-$626K	0.01%	1585
2023 Q3	$3.32M	Sell	78,424 -214	-0.3%	-$9.1K	﹤0.01%	1580
2023 Q2	$3.27M	Buy	78,638 +3,910	+5%	+$157K	0.01%	1483
2023 Q1	$2.99M	Sell	74,728 -27,773	-27%	-$1.13M	0.01%	1523
2022 Q4	$4.18M	Buy	102,501 +6,339	+7%	+$261K	0.01%	1226
2022 Q3	$3.6M	Buy	96,162 +35,672	+59%	+$1.45M	0.01%	1220
2022 Q2	$2.31M	Buy	60,490 +27,819	+85%	+$1.17M	0.01%	1563
2022 Q1	$1.34M	Buy	32,671 +3,098	+10%	+$122K	﹤0.01%	2303
2021 Q4	$1.05M	Sell	29,573 -43,145	-59%	-$1.59M	﹤0.01%	2364
2021 Q3	$2.61M	Buy	72,718 +8,358	+13%	+$290K	0.01%	1491
2021 Q2	$2.34M	Buy	64,360 +8,643	+16%	+$299K	0.01%	1573
2021 Q1	$1.76M	Buy	55,717 +40,697	+271%	+$1.23M	﹤0.01%	1733
2020 Q4	$406K	Sell	15,020 -3,515	-19%	-$89.2K	﹤0.01%	2842
2020 Q3	$412K	Sell	18,535 -6,373	-26%	-$158K	﹤0.01%	2615
2020 Q2	$619K	Buy	24,908 +10,448	+72%	+$251K	﹤0.01%	2156
2020 Q1	$267K	Buy	+14,460	New	+$440K	﹤0.01%	2628

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

Osaic Holdings's MLPX Position: Q2 2026 in Review

Osaic Holdings increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7.8% in Q2 2026, buying an estimated $913K and bringing the position to 171,531 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #887.

Osaic Holdings first reported a position in MLPX in Q1 2020 and has held it in 26 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Osaic Holdings held 171,531 shares of Global X MLP & Energy Infrastructure ETF worth $12.6M as of Q2 2026.
Osaic Holdings bought 12,418 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $913K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #887 holding.
Osaic Holdings first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and has held it in 26 quarters since.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.