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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
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
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $121B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Payne Capital Management New York $330M AUM 19.65% 1-Year Est. Return