Pasadena Private Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Pasadena Private Wealth’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	$839K	Buy	11,392 +1,446	+15%	+$106K	0.11%	106
2026 Q1	$735K	Buy	9,946 +1,797	+22%	+$122K	0.1%	102
2025 Q4	$493K	Buy	8,149 +5	+0.1%	+$299	0.07%	125
2025 Q3	$511K	Buy	8,144 +788	+11%	+$48.2K	0.07%	114
2025 Q2	$461K	Buy	7,356 +1,583	+27%	+$96.1K	0.08%	111
2025 Q1	$368K	Sell	5,773 -1,293	-18%	-$81.5K	0.07%	123
2024 Q4	$428K	Buy	7,066 +111	+2%	+$6.6K	0.09%	99
2024 Q3	$379K	Sell	6,955 -490	-7%	-$25.9K	0.08%	102
2024 Q2	$380K	Buy	+7,445	New	+$367K	0.09%	94

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

Pasadena Private Wealth's MLPX Position: Q2 2026 in Review

Pasadena Private Wealth increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 15% in Q2 2026, buying an estimated $106K and bringing the position to 11,392 shares worth $839K. The position accounts for 0.11% of the portfolio, ranked #106.

Pasadena Private Wealth first reported a position in MLPX in Q2 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Pasadena Private Wealth held 11,392 shares of Global X MLP & Energy Infrastructure ETF worth $839K as of Q2 2026.
Pasadena Private Wealth bought 1,446 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $106K.
Global X MLP & Energy Infrastructure ETF made up 0.11% of Pasadena Private Wealth's portfolio in Q2 2026, its #106 holding.
Pasadena Private Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.