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 Q3	–	Sell	-7,000	Closed	-$516K	–	244
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

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Plan Group Financial's MLPX Position: Q3 2026 in Review

Plan Group Financial sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2026, closing a stake of 7,000 shares — an estimated $516K sold.

Plan Group Financial first reported a position in MLPX in Q1 2025 and held it in 6 quarters. The position peaked at $639K in Q2 2025. 174 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Plan Group Financial reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2026 after selling out during the quarter.
Plan Group Financial sold 7,000 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $516K.
Plan Group Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and held it in 6 quarters.
Plan Group Financial's Global X MLP & Energy Infrastructure ETF position peaked at $639K in Q2 2025.
174 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.