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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
Q2 		$1.73M Buy
23,531
+1,504
+7% +$111K 0.48% 45
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resurgent Financial Advisors's MLPX Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 6.8% in Q2 2026, buying an estimated $111K and bringing the position to 23,531 shares worth $1.73M. The position accounts for 0.48% of the portfolio, ranked #45.

Resurgent Financial Advisors first reported a position in MLPX in Q4 2022 and has held it in 15 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Resurgent Financial Advisors held 23,531 shares of Global X MLP & Energy Infrastructure ETF worth $1.73M as of Q2 2026.
  • Resurgent Financial Advisors bought 1,504 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $111K.
  • Global X MLP & Energy Infrastructure ETF made up 0.48% of Resurgent Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Resurgent Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
  • 346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.