Planning Strategies’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Planning Strategies’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	$1.06M	Buy	+14,362	New	+$1.06M	0.66%	26

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Planning Strategies's MLPX Position: Q2 2026 in Review

Planning Strategies opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 14,362 shares worth $1.06M. The stake represents 0.66% of the portfolio and ranks #26 among its holdings.

328 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Planning Strategies held 14,362 shares of Global X MLP & Energy Infrastructure ETF worth $1.06M as of Q2 2026.
Global X MLP & Energy Infrastructure ETF was a new Planning Strategies position in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.66% of Planning Strategies's portfolio in Q2 2026, its #26 holding.
328 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.