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

&Partners’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	$1.1M	Sell	14,916 -584	-4%	-$42.9K	﹤0.01%	1361
2026 Q1	$1.14M	Buy	15,500 +769	+5%	+$52.4K	0.01%	1225
2025 Q4	$886K	Buy	14,731 +34	+0.2%	+$2.04K	﹤0.01%	1295
2025 Q3	$922K	Buy	14,697 +396	+3%	+$24.2K	0.01%	1132
2025 Q2	$896K	Buy	14,301 +2,098	+17%	+$127K	0.01%	1037
2025 Q1	$780K	Sell	12,203 -4,296	-26%	-$271K	0.01%	920
2024 Q4	$1.02M	Sell	16,499 -4,481	-21%	-$267K	0.01%	760
2024 Q3	$1.14M	Sell	20,980 -1,450	-6%	-$76.6K	0.02%	527
2024 Q2	$1.15M	Buy	22,430 +6,752	+43%	+$333K	0.05%	312
2024 Q1	$768K	Buy	+15,678	New	+$714K	0.11%	195

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

&Partners's MLPX Position: Q2 2026 in Review

&Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.8% in Q2 2026, selling an estimated $42.9K and leaving 14,916 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

&Partners first reported a position in MLPX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2024. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

&Partners held 14,916 shares of Global X MLP & Energy Infrastructure ETF worth $1.1M as of Q2 2026.
&Partners sold 584 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $42.9K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1361 holding.
&Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's Global X MLP & Energy Infrastructure ETF position peaked at $1.15M in Q2 2024.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.