PFA
MLPX icon

Pettinga Financial Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Pettinga Financial Advisors’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 		$249K Sell
3,375
-650
-16% -$47.8K 0.04% 136
2026
Q1 		$298K Sell
4,025
-1,275
-24% -$86.8K 0.06% 117
2025
Q4 		$321K Sell
5,300
-100
-2% -$5.99K 0.06% 110
2025
Q3 		$339K Hold
5,400
– – 0.07% 105
2025
Q2 		$338K Sell
5,400
-25
-0.5% -$1.52K 0.07% 99
2025
Q1 		$346K Sell
5,425
-800
-13% -$50.4K 0.08% 93
2024
Q4 		$377K Hold
6,225
– – 0.09% 96
2024
Q3 		$339K Sell
6,225
-50
-0.8% -$2.64K 0.08% 93
2024
Q2 		$320K Sell
6,275
-150
-2% -$7.39K 0.08% 95
2024
Q1 		$315K Hold
6,425
– – 0.08% 98
2023
Q4 		$287K Hold
6,425
– – 0.08% 101
2023
Q3 		$272K Sell
6,425
-17
-0.3% -$723 0.08% 88
2023
Q2 		$268K Sell
6,442
-725
-10% -$29K 0.08% 88
2023
Q1 		$286K Sell
7,167
-950
-12% -$38.7K 0.09% 82
2022
Q4 		$331K Sell
8,117
-3,600
-31% -$148K 0.11% 80
2022
Q3 		$440K Sell
11,717
-2,318
-17% -$94.3K 0.15% 65
2022
Q2 		$535K Sell
14,035
-1,075
-7% -$45.3K 0.16% 65
2022
Q1 		$645K Sell
15,110
-4,386
-22% -$173K 0.16% 67
2021
Q4 		$689K Sell
19,496
-2,496
-11% -$92K 0.17% 69
2021
Q3 		$789K Buy
21,992
+6,580
+43% +$228K 0.2% 59
2021
Q2 		$560K Buy
15,412
+6,162
+67% +$213K 0.15% 67
2021
Q1 		$292K Buy
+9,250
New +$279K 0.09% 78

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

Pettinga Financial Advisors's MLPX Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 16% in Q2 2026, selling an estimated $47.8K and leaving 3,375 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #136.

Pettinga Financial Advisors first reported a position in MLPX in Q1 2021 and has held it in 22 quarters since. The position peaked at $789K in Q3 2021. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Pettinga Financial Advisors held 3,375 shares of Global X MLP & Energy Infrastructure ETF worth $249K as of Q2 2026.
  • Pettinga Financial Advisors sold 650 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $47.8K.
  • Global X MLP & Energy Infrastructure ETF made up 0.04% of Pettinga Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Pettinga Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and has held it in 22 quarters since.
  • Pettinga Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $789K in Q3 2021.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.