PGF
MLPX icon

Plan Group Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Plan Group Financial’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
Q1 		$518K Hold
7,000
– – 0.12% 124
2025
Q4 		$424K Hold
7,000
– – 0.11% 128
2025
Q3 		$439K Sell
7,000
-3,200
-31% -$196K 0.12% 125
2025
Q2 		$639K Buy
10,200
+400
+4% +$24.3K 0.21% 99
2025
Q1 		$625K Buy
+9,800
New +$617K 0.22% 85

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plan Group Financial's MLPX Position: Q1 2026 in Review

Plan Group Financial held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q1 2026 at 7,000 shares worth $518K. The position accounts for 0.12% of the portfolio, ranked #124.

Plan Group Financial first reported a position in MLPX in Q1 2025 and has held it in 5 quarters since. The position peaked at $639K in Q2 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Plan Group Financial held 7,000 shares of Global X MLP & Energy Infrastructure ETF worth $518K as of Q1 2026.
  • Plan Group Financial left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q1 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.12% of Plan Group Financial's portfolio in Q1 2026, its #124 holding.
  • Plan Group Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Global X MLP & Energy Infrastructure ETF position peaked at $639K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.