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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.34M Buy
72,498
+1,216
+2% +$89.4K 1.31% 18
2026
Q1
$5.01M Buy
71,282
+37,936
+114% +$2.58M 1.32% 21
2025
Q4
$2.21M Buy
33,346
+432
+1% +$25.9K 0.62% 36
2025
Q3
$2.05M Buy
32,914
+1,610
+5% +$98.5K 0.63% 32
2025
Q2
$1.92M Buy
31,304
+3,900
+14% +$237K 0.66% 30
2025
Q1
$1.56M Buy
+27,404
New +$1.73M 0.67% 30

Other funds holding MLPX

Rooted Wealth Advisors's MLPX Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.7% in Q2 2026, buying an estimated $89.4K and bringing the position to 72,498 shares worth $5.34M. The position accounts for 1.31% of the portfolio, ranked #18.

Rooted Wealth Advisors first reported a position in MLPX in Q1 2025 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Rooted Wealth Advisors held 72,498 shares of Global X MLP & Energy Infrastructure ETF worth $5.34M as of Q2 2026.
  • Rooted Wealth Advisors bought 1,216 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $89.4K.
  • Global X MLP & Energy Infrastructure ETF made up 1.31% of Rooted Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Rooted Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.