Silver Oak Securities’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Silver Oak Securities’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	$770K	Buy	10,447 +129	+1%	+$9.48K	0.05%	349
2026 Q1	$763K	Buy	10,318 +1,111	+12%	+$75.6K	0.06%	323
2025 Q4	$560K	Buy	9,207 +470	+5%	+$28.2K	0.04%	427
2025 Q3	$548K	Sell	8,737 -11,127	-56%	-$681K	0.04%	402
2025 Q2	$1.24M	Buy	19,864 +3,640	+22%	+$221K	0.1%	210
2025 Q1	$1.04M	Sell	16,224 -1,173	-7%	-$73.9K	0.1%	228
2024 Q4	$1.05M	Buy	+17,397	New	+$1.03M	0.1%	223

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

Silver Oak Securities's MLPX Position: Q2 2026 in Review

Silver Oak Securities increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.3% in Q2 2026, buying an estimated $9.48K and bringing the position to 10,447 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #349.

Silver Oak Securities first reported a position in MLPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q2 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Silver Oak Securities held 10,447 shares of Global X MLP & Energy Infrastructure ETF worth $770K as of Q2 2026.
Silver Oak Securities bought 129 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $9.48K.
Global X MLP & Energy Infrastructure ETF made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #349 holding.
Silver Oak Securities first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Silver Oak Securities's Global X MLP & Energy Infrastructure ETF position peaked at $1.24M in Q2 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.