Sage Private Wealth Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sage Private Wealth Group’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	–	Sell	-13,159	Closed	-$973K	–	103
2026 Q1	$973K	Sell	13,159 -7,117	-35%	-$485K	0.49%	21
2025 Q4	$1.23M	Sell	20,276 -5,196	-20%	-$311K	0.66%	19
2025 Q3	$1.6M	Sell	25,472 -150,215	-86%	-$9.19M	0.89%	13
2025 Q2	$11M	Buy	+175,687	New	+$10.7M	7.05%	6

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Private Wealth Group's MLPX Position: Q2 2026 in Review

Sage Private Wealth Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026, closing a stake of 13,159 shares — an estimated $973K sold.

Sage Private Wealth Group first reported a position in MLPX in Q2 2025 and held it in 4 quarters. The position peaked at $11M in Q2 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Sage Private Wealth Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
Sage Private Wealth Group sold 13,159 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $973K.
Sage Private Wealth Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and held it in 4 quarters.
Sage Private Wealth Group's Global X MLP & Energy Infrastructure ETF position peaked at $11M in Q2 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.