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

Smallwood Wealth Investment 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	$13.4K	Buy	182 +2	+1%	+$147	0.01%	308
2026 Q1	$13.3K	Buy	180 +2	+1%	+$136	0.01%	302
2025 Q4	$10.8K	Buy	178 +2	+1%	+$120	0.01%	309
2025 Q3	$11K	Buy	176 +2	+1%	+$122	0.01%	311
2025 Q2	$10.9K	Buy	174 +3	+2%	+$182	0.01%	308
2025 Q1	$11K	Buy	+171	New	+$10.8K	0.01%	298

Other funds holding MLPX

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Smallwood Wealth Investment Management's MLPX Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.1% in Q2 2026, buying an estimated $147 and bringing the position to 182 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #308.

Smallwood Wealth Investment Management first reported a position in MLPX in Q1 2025 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Smallwood Wealth Investment Management held 182 shares of Global X MLP & Energy Infrastructure ETF worth $13.4K as of Q2 2026.
Smallwood Wealth Investment Management bought 2 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $147.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #308 holding.
Smallwood Wealth Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.