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

Rational 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	$49.2M	Sell	667,709 -5,490	-0.8%	-$404K	4.51%	5
2026 Q1	$49.8M	Sell	673,199 -110,299	-14%	-$7.51M	5.08%	5
2025 Q4	$47.4M	Sell	783,498 -24,517	-3%	-$1.47M	4.86%	4
2025 Q3	$50.7M	Sell	808,015 -9,251	-1%	-$566K	5.04%	5
2025 Q2	$51.2M	Sell	817,266 -7,494	-0.9%	-$455K	5.07%	4
2025 Q1	$52.6M	Buy	+824,760	New	+$52M	5.31%	5

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

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

PCM

Payne Capital Management New York $375M AUM 22.8% 1-Year Est. Return

Rational Advisors's MLPX Position: Q2 2026 in Review

Rational Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.82% in Q2 2026, selling an estimated $404K and leaving 667,709 shares worth $49.2M. The position accounts for 4.51% of the portfolio, ranked #5.

Rational Advisors first reported a position in MLPX in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.6M in Q1 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Rational Advisors held 667,709 shares of Global X MLP & Energy Infrastructure ETF worth $49.2M as of Q2 2026.
Rational Advisors sold 5,490 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $404K.
Global X MLP & Energy Infrastructure ETF made up 4.51% of Rational Advisors's portfolio in Q2 2026, its #5 holding.
Rational Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
Rational Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $52.6M in Q1 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.