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

Palumbo 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	$669K	Hold	9,082	–	–	0.14%	112
2026 Q1	$672K	Hold	9,082	–	–	0.16%	97
2025 Q4	$550K	Hold	9,082	–	–	0.14%	116
2025 Q3	$570K	Hold	9,082	–	–	0.18%	82
2025 Q2	$569K	Hold	9,082	–	–	0.18%	92
2025 Q1	$580K	Hold	9,082	–	–	0.19%	82
2024 Q4	$550K	Hold	9,082	–	–	0.21%	78
2024 Q3	$494K	Hold	9,082	–	–	0.19%	82
2024 Q2	$464K	Hold	9,082	–	–	0.2%	79
2024 Q1	$445K	Hold	9,082	–	–	0.2%	85
2023 Q4	$405K	Buy	+9,082	New	+$395K	0.21%	84

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

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

Palumbo Wealth Management held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 9,082 shares worth $669K. The position accounts for 0.14% of the portfolio, ranked #112.

Palumbo Wealth Management first reported a position in MLPX in Q4 2023 and has held it in 11 quarters since. The position peaked at $672K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Palumbo Wealth Management held 9,082 shares of Global X MLP & Energy Infrastructure ETF worth $669K as of Q2 2026.
Palumbo Wealth Management left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.14% of Palumbo Wealth Management's portfolio in Q2 2026, its #112 holding.
Palumbo Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
Palumbo Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $672K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.