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SHP Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

SHP Wealth Management’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
-135
Closed -$9.98K – 2046
2026
Q1 		$9.98K Buy
+135
New +$9.19K ﹤0.01% 893

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

SHP Wealth Management's MLPX Position: Q2 2026 in Review

SHP Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026, closing a stake of 135 shares — an estimated $9.98K sold.

SHP Wealth Management first reported a position in MLPX in Q1 2026 and held it in 1 quarter. The position peaked at $9.98K in Q1 2026. 223 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • SHP Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 135 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $9.98K.
  • SHP Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $9.98K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.