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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sage Private Wealth Group's MLPX Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 35% in Q1 2026, selling an estimated $485K and leaving 13,159 shares worth $973K. The position accounts for 0.49% of the portfolio, ranked #21.

Sage Private Wealth Group first reported a position in MLPX in Q2 2025 and has held it in 4 quarters since. The position peaked at $11M in Q2 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Sage Private Wealth Group held 13,159 shares of Global X MLP & Energy Infrastructure ETF worth $973K as of Q1 2026.
Sage Private Wealth Group sold 7,117 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $485K.
Global X MLP & Energy Infrastructure ETF made up 0.49% of Sage Private Wealth Group's portfolio in Q1 2026, its #21 holding.
Sage Private Wealth Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 4 quarters since.
Sage Private Wealth Group's Global X MLP & Energy Infrastructure ETF position peaked at $11M in Q2 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.