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

Resurgent Financial 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 		$1.63M Buy
22,027
+5,108
+30% +$348K 0.59% 39
2025
Q4 		$1.02M Buy
16,919
+440
+3% +$26.4K 0.51% 51
2025
Q3 		$1.03M Sell
16,479
-820
-5% -$50.2K 0.51% 49
2025
Q2 		$1.08M Sell
17,299
-132
-0.8% -$8.02K 0.6% 46
2025
Q1 		$1.11M Sell
17,431
-18
-0.1% -$1.13K 0.67% 36
2024
Q4 		$1.06M Buy
17,449
+1,705
+11% +$101K 0.62% 42
2024
Q3 		$857K Buy
15,744
+168
+1% +$8.88K 0.5% 55
2024
Q2 		$795K Buy
15,576
+3,832
+33% +$189K 0.49% 56
2024
Q1 		$575K Buy
11,744
+1,633
+16% +$74.4K 0.31% 93
2023
Q4 		$451K Buy
10,111
+1,191
+13% +$51.7K 0.28% 95
2023
Q3 		$378K Buy
8,920
+888
+11% +$37.8K 0.26% 96
2023
Q2 		$334K Buy
8,032
+600
+8% +$24K 0.22% 102
2023
Q1 		$297K Buy
7,432
+795
+12% +$32.4K 0.2% 108
2022
Q4 		$271K Buy
+6,637
New +$273K 0.14% 152

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Resurgent Financial Advisors's MLPX Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 30% in Q1 2026, buying an estimated $348K and bringing the position to 22,027 shares worth $1.63M. The position accounts for 0.59% of the portfolio, ranked #39.

Resurgent Financial Advisors first reported a position in MLPX in Q4 2022 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Resurgent Financial Advisors held 22,027 shares of Global X MLP & Energy Infrastructure ETF worth $1.63M as of Q1 2026.
  • Resurgent Financial Advisors bought 5,108 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $348K.
  • Global X MLP & Energy Infrastructure ETF made up 0.59% of Resurgent Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • Resurgent Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.