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Patriot Investment Management Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Patriot Investment Management Group’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 		$3.25M Sell
44,183
-554
-1% -$40.7K 0.19% 54
2026
Q1 		$3.31M Sell
44,737
-717
-2% -$48.8K 0.21% 51
2025
Q4 		$2.75M Sell
45,454
-2,245
-5% -$134K 0.17% 55
2025
Q3 		$2.99M Buy
47,699
+409
+0.9% +$25K 0.2% 54
2025
Q2 		$2.96M Buy
47,290
+400
+0.9% +$24.3K 0.21% 54
2025
Q1 		$2.99M Buy
46,890
+152
+0.3% +$9.57K 0.22% 51
2024
Q4 		$2.83M Buy
46,738
+2,364
+5% +$141K 0.21% 54
2024
Q3 		$2.42M Sell
44,374
-2,492
-5% -$132K 0.18% 59
2024
Q2 		$2.39M Buy
46,866
+170
+0.4% +$8.37K 0.19% 55
2024
Q1 		$2.29M Sell
46,696
-2,092
-4% -$95.3K 0.18% 58
2023
Q4 		$2.18M Buy
48,788
+466
+1% +$20.2K 0.19% 59
2023
Q3 		$2.05M Buy
48,322
+466
+1% +$19.8K 0.19% 59
2023
Q2 		$1.99M Buy
47,856
+632
+1% +$25.3K 0.17% 69
2023
Q1 		$1.89M Sell
47,224
-1,300
-3% -$53K 0.17% 71
2022
Q4 		$2.06M Buy
48,524
+322
+0.7% +$13.3K 0.18% 68
2022
Q3 		$1.81M Buy
48,202
+913
+2% +$37.2K 0.19% 70
2022
Q2 		$1.8M Buy
47,289
+3,684
+8% +$155K 0.18% 74
2022
Q1 		$1.86M Sell
43,605
-4,360
-9% -$172K 0.16% 76
2021
Q4 		$1.69M Buy
47,965
+542
+1% +$20K 0.14% 80
2021
Q3 		$1.7M Buy
47,423
+759
+2% +$26.3K 0.15% 75
2021
Q2 		$1.7M Sell
46,664
-537
-1% -$18.6K 0.16% 78
2021
Q1 		$1.49M Buy
+47,201
New +$1.43M 0.15% 81
2020
Q4 		– Sell
-35,015
Closed -$773K – 193
2020
Q3 		$773K Buy
35,015
+9,024
+35% +$224K 0.09% 118
2020
Q2 		$647K Sell
25,991
-30,461
-54% -$731K 0.08% 126
2020
Q1 		$1.04M Buy
56,452
+47,141
+506% +$1.44M 0.16% 81
2019
Q4 		$343K Buy
9,311
+737
+9% +$25.9K 0.04% 178
2019
Q3 		$310K Buy
8,574
+671
+8% +$24.9K 0.04% 176
2019
Q2 		$306K Buy
7,903
+3,910
+98% +$152K 0.04% 178
2019
Q1 		$157K Buy
+3,993
New +$152K 0.02% 207

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Patriot Investment Management Group's MLPX Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.2% in Q2 2026, selling an estimated $40.7K and leaving 44,183 shares worth $3.25M. The position accounts for 0.19% of the portfolio, ranked #54.

Patriot Investment Management Group first reported a position in MLPX in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.31M in Q1 2026. 96 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Patriot Investment Management Group held 44,183 shares of Global X MLP & Energy Infrastructure ETF worth $3.25M as of Q2 2026.
  • Patriot Investment Management Group sold 554 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $40.7K.
  • Global X MLP & Energy Infrastructure ETF made up 0.19% of Patriot Investment Management Group's portfolio in Q2 2026, its #54 holding.
  • Patriot Investment Management Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and has held it in 29 quarters since.
  • Patriot Investment Management Group's Global X MLP & Energy Infrastructure ETF position peaked at $3.31M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.