Stamos Capital Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Stamos Capital Partners’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	$3.37M	Sell	45,553 -13,027	-22%	-$887K	0.53%	63
2025 Q4	$3.55M	Buy	58,580 +19,939	+52%	+$1.19M	0.57%	51
2025 Q3	$2.42M	Sell	38,641 -22,002	-36%	-$1.35M	0.46%	60
2025 Q2	$3.8M	Buy	60,643 +20,693	+52%	+$1.26M	0.68%	48
2025 Q1	$2.55M	Buy	39,950 +6,440	+19%	+$406K	0.67%	45
2024 Q4	$2.03M	Buy	33,510 +15,900	+90%	+$946K	0.48%	59
2024 Q3	$959K	Sell	17,610 -2,800	-14%	-$148K	0.23%	101
2024 Q2	$1.04M	Sell	20,410 -5,260	-20%	-$259K	0.22%	102
2024 Q1	$1.26M	Sell	25,670 -1,300	-5%	-$59.2K	0.29%	73
2023 Q4	$1.2M	Buy	26,970 +3,870	+17%	+$168K	0.33%	72
2023 Q3	$979K	Sell	23,100 -4,670	-17%	-$199K	0.22%	96
2023 Q2	$1.15M	Hold	27,770	–	–	0.27%	81
2023 Q1	$1.11M	Buy	+27,770	New	+$1.13M	0.29%	74

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

Stamos Capital Partners's MLPX Position: Q1 2026 in Review

Stamos Capital Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 22% in Q1 2026, selling an estimated $887K and leaving 45,553 shares worth $3.37M. The position accounts for 0.53% of the portfolio, ranked #63.

Stamos Capital Partners first reported a position in MLPX in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.8M in Q2 2025. 340 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Stamos Capital Partners held 45,553 shares of Global X MLP & Energy Infrastructure ETF worth $3.37M as of Q1 2026.
Stamos Capital Partners sold 13,027 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $887K.
Global X MLP & Energy Infrastructure ETF made up 0.53% of Stamos Capital Partners's portfolio in Q1 2026, its #63 holding.
Stamos Capital Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2023 and has held it in 13 quarters since.
Stamos Capital Partners's Global X MLP & Energy Infrastructure ETF position peaked at $3.8M in Q2 2025.
340 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.