O'Shaughnessy Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

O'Shaughnessy Asset 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	$3.09K	Sell	42 -48	-53%	-$3.53K	﹤0.01%	2506
2026 Q1	$6.66K	Buy	90 +66	+275%	+$4.49K	﹤0.01%	2464
2025 Q4	$1.45K	Hold	24	–	–	﹤0.01%	2549
2025 Q3	$1.5K	Hold	24	–	–	﹤0.01%	2477
2025 Q2	$1.5K	Buy	+24	New	+$1.46K	﹤0.01%	2288

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

O'Shaughnessy Asset Management's MLPX Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 53% in Q2 2026, selling an estimated $3.53K and leaving 42 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

O'Shaughnessy Asset Management first reported a position in MLPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.66K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

O'Shaughnessy Asset Management held 42 shares of Global X MLP & Energy Infrastructure ETF worth $3.09K as of Q2 2026.
O'Shaughnessy Asset Management sold 48 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $3.53K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2506 holding.
O'Shaughnessy Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
O'Shaughnessy Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $6.66K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.