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 Q2	$516K	Hold	7,000	–	–	0.11%	127
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 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

Plan Group Financial's MLPX Position: Q2 2026 in Review

Plan Group Financial held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 7,000 shares worth $516K. The position accounts for 0.11% of the portfolio, ranked #127.

Plan Group Financial first reported a position in MLPX in Q1 2025 and has held it in 6 quarters since. The position peaked at $639K in Q2 2025. 345 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Plan Group Financial held 7,000 shares of Global X MLP & Energy Infrastructure ETF worth $516K as of Q2 2026.
Plan Group Financial left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.11% of Plan Group Financial's portfolio in Q2 2026, its #127 holding.
Plan Group Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
Plan Group Financial's Global X MLP & Energy Infrastructure ETF position peaked at $639K in Q2 2025.
345 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.