Stifel Financial
MLPX icon

Stifel Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Stifel Financial’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 		$21.5M Buy
292,323
+8,382
+3% +$616K 0.02% 658
2026
Q1 		$21M Buy
283,941
+33,310
+13% +$2.27M 0.02% 616
2025
Q4 		$15.2M Buy
250,631
+8,520
+4% +$510K 0.01% 757
2025
Q3 		$15.2M Buy
242,111
+10,621
+5% +$650K 0.01% 746
2025
Q2 		$14.5M Buy
231,490
+1,101
+0.5% +$66.9K 0.01% 733
2025
Q1 		$14.7M Buy
230,389
+16,982
+8% +$1.07M 0.02% 689
2024
Q4 		$12.9M Sell
213,407
-9,233
-4% -$549K 0.01% 757
2024
Q3 		$12.1M Buy
222,640
+2,725
+1% +$144K 0.01% 791
2024
Q2 		$11.2M Buy
219,915
+18,009
+9% +$887K 0.01% 776
2024
Q1 		$9.89M Buy
201,906
+11,713
+6% +$533K 0.01% 820
2023
Q4 		$8.49M Buy
190,193
+107,496
+130% +$4.67M 0.01% 839
2023
Q3 		$3.51M Buy
82,697
+16,279
+25% +$692K ﹤0.01% 1237
2023
Q2 		$2.76M Buy
66,418
+963
+1% +$38.6K ﹤0.01% 1408
2023
Q1 		$2.61M Buy
65,455
+20,258
+45% +$826K ﹤0.01% 1405
2022
Q4 		$1.84M Buy
45,197
+703
+2% +$28.9K ﹤0.01% 1579
2022
Q3 		$1.67M Buy
44,494
+262
+0.6% +$10.7K ﹤0.01% 1602
2022
Q2 		$1.69M Buy
44,232
+25,332
+134% +$1.07M ﹤0.01% 1608
2022
Q1 		$807K Buy
18,900
+9,411
+99% +$371K ﹤0.01% 2269
2021
Q4 		$335K Buy
+9,489
New +$350K ﹤0.01% 2846
2020
Q4 		– Sell
-10,532
Closed -$233K – 3085
2020
Q3 		$233K Buy
10,532
+2,375
+29% +$58.8K ﹤0.01% 2540
2020
Q2 		$203K Buy
8,157
+431
+6% +$10.3K ﹤0.01% 2577
2020
Q1 		$142K Sell
7,726
-6,572
-46% -$200K ﹤0.01% 2520
2019
Q4 		$529K Buy
+14,298
New +$502K ﹤0.01% 2215
2018
Q1 		– Sell
-5,068
Closed -$207K – 2750
2017
Q4 		$207K Buy
+5,068
New +$200K ﹤0.01% 2424

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial's MLPX Position: Q2 2026 in Review

Stifel Financial increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3% in Q2 2026, buying an estimated $616K and bringing the position to 292,323 shares worth $21.5M. The position accounts for 0.02% of the portfolio, ranked #658.

Stifel Financial first reported a position in MLPX in Q4 2017 and has held it in 24 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Stifel Financial held 292,323 shares of Global X MLP & Energy Infrastructure ETF worth $21.5M as of Q2 2026.
  • Stifel Financial bought 8,382 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $616K.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #658 holding.
  • Stifel Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and has held it in 24 quarters since.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.