Saxon Interests’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Saxon Interests’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	$612K	Sell	8,312 -58	-0.7%	-$4.26K	0.17%	134
2026 Q1	$619K	Sell	8,370 -1,743	-17%	-$119K	0.21%	126
2025 Q4	$612K	Buy	10,113 +875	+9%	+$52.4K	0.21%	101
2025 Q3	$569K	Sell	9,238 -370	-4%	-$22.6K	0.22%	92
2025 Q2	$613K	Hold	9,608	–	–	0.29%	81
2025 Q1	$613K	Buy	9,608 +444	+5%	+$28K	0.29%	81
2024 Q4	$555K	Buy	+9,164	New	+$545K	0.24%	94

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

Saxon Interests's MLPX Position: Q2 2026 in Review

Saxon Interests reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.69% in Q2 2026, selling an estimated $4.26K and leaving 8,312 shares worth $612K. The position accounts for 0.17% of the portfolio, ranked #134.

Saxon Interests first reported a position in MLPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $619K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Saxon Interests held 8,312 shares of Global X MLP & Energy Infrastructure ETF worth $612K as of Q2 2026.
Saxon Interests sold 58 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $4.26K.
Global X MLP & Energy Infrastructure ETF made up 0.17% of Saxon Interests's portfolio in Q2 2026, its #134 holding.
Saxon Interests first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Saxon Interests's Global X MLP & Energy Infrastructure ETF position peaked at $619K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.