Sageworth Trust’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sageworth Trust’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	$6.3M	Hold	85,268	–	–	0.27%	22
2025 Q4	$5.16M	Buy	85,268 +4,052	+5%	+$243K	0.22%	27
2025 Q3	$5.09M	Buy	81,216 +453	+0.6%	+$27.7K	0.24%	36
2025 Q2	$5.06M	Sell	80,763 -67,577	-46%	-$4.1M	0.28%	22
2025 Q1	$9.47M	Buy	148,340 +112,328	+312%	+$7.08M	0.59%	19
2024 Q4	$2.18M	Sell	36,012 -14,100	-28%	-$839K	0.13%	33
2024 Q3	$2.73M	Hold	50,112	–	–	0.16%	31
2024 Q2	$2.56M	Buy	50,112 +8,338	+20%	+$411K	0.16%	35
2024 Q1	$2.05M	Hold	41,774	–	–	0.13%	35
2023 Q4	$1.86M	Hold	41,774	–	–	0.13%	35
2023 Q3	$1.77M	Hold	41,774	–	–	0.13%	35
2023 Q2	$1.74M	Sell	41,774 -40,585	-49%	-$1.63M	0.12%	33
2023 Q1	$3.29M	Buy	82,359 +1,729	+2%	+$70.5K	0.24%	30
2022 Q4	$3.29M	Buy	+80,630	New	+$3.32M	0.26%	27
2022 Q3	–	Sell	-5,979	Closed	-$228K	–	388
2022 Q2	$228K	Sell	5,979 -387,193	-98%	-$16.3M	0.02%	75
2022 Q1	$16.8M	Sell	393,172 -41,128	-9%	-$1.62M	1.31%	9
2021 Q4	$15.3M	Buy	+434,300	New	+$16M	1.19%	8

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 $1.09B AUM 11.58% 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

Sageworth Trust's MLPX Position: Q1 2026 in Review

Sageworth Trust held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q1 2026 at 85,268 shares worth $6.3M. The position accounts for 0.27% of the portfolio, ranked #22.

Sageworth Trust first reported a position in MLPX in Q4 2021 and has held it in 17 quarters since. The position peaked at $16.8M in Q1 2022. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Sageworth Trust held 85,268 shares of Global X MLP & Energy Infrastructure ETF worth $6.3M as of Q1 2026.
Sageworth Trust left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q1 2026.
Global X MLP & Energy Infrastructure ETF made up 0.27% of Sageworth Trust's portfolio in Q1 2026, its #22 holding.
Sageworth Trust first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 17 quarters since.
Sageworth Trust's Global X MLP & Energy Infrastructure ETF position peaked at $16.8M in Q1 2022.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.