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 Q2	$3.32M	Sell	45,113 -440	-1%	-$32.4K	0.51%	71
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 $1.89T 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

Stamos Capital Partners's MLPX Position: Q2 2026 in Review

Stamos Capital Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.97% in Q2 2026, selling an estimated $32.4K and leaving 45,113 shares worth $3.32M. The position accounts for 0.51% of the portfolio, ranked #71.

Stamos Capital Partners first reported a position in MLPX in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.8M in Q2 2025. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Stamos Capital Partners held 45,113 shares of Global X MLP & Energy Infrastructure ETF worth $3.32M as of Q2 2026.
Stamos Capital Partners sold 440 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $32.4K.
Global X MLP & Energy Infrastructure ETF made up 0.51% of Stamos Capital Partners's portfolio in Q2 2026, its #71 holding.
Stamos Capital Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2023 and has held it in 14 quarters since.
Stamos Capital Partners's Global X MLP & Energy Infrastructure ETF position peaked at $3.8M in Q2 2025.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.