Root Financial Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Root Financial Partners’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 Q3	$4.05K	Buy	+58	New	+$4.32K	﹤0.01%	2300

Other funds holding MLPX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Payne Capital Management New York $384M AUM 15.68% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Root Financial Partners's MLPX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2026: 58 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #2300 among its holdings.

311 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

Root Financial Partners held 58 shares of Global X MLP & Energy Infrastructure ETF worth $4.05K as of Q3 2026.
Global X MLP & Energy Infrastructure ETF was a new Root Financial Partners position in Q3 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2300 holding.
311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.