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

Pathstone 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 		$285K Buy
3,871
+906
+31% +$66.6K ﹤0.01% 2104
2026
Q1 		$219K Buy
+2,965
New +$202K ﹤0.01% 2077

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Holdings's MLPX Position: Q2 2026 in Review

Pathstone Holdings increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 31% in Q2 2026, buying an estimated $66.6K and bringing the position to 3,871 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Pathstone Holdings first reported a position in MLPX in Q1 2026 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Pathstone Holdings held 3,871 shares of Global X MLP & Energy Infrastructure ETF worth $285K as of Q2 2026.
  • Pathstone Holdings bought 906 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $66.6K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2104 holding.
  • Pathstone Holdings first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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