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Strategic Wealth Investment Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Strategic Wealth Investment Group’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 		$2.39M Sell
32,459
-1,404
-4% -$103K 0.29% 55
2026
Q1 		$2.5M Sell
33,863
-302
-0.9% -$20.6K 0.32% 52
2025
Q4 		$2.07M Sell
34,165
-11,926
-26% -$714K 0.25% 53
2025
Q3 		$2.89M Buy
46,091
+42,996
+1,389% +$2.63M 0.24% 54
2025
Q2 		$194K Buy
+3,095
New +$188K 0.28% 49

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

Strategic Wealth Investment Group's MLPX Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.1% in Q2 2026, selling an estimated $103K and leaving 32,459 shares worth $2.39M. The position accounts for 0.29% of the portfolio, ranked #55.

Strategic Wealth Investment Group first reported a position in MLPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.89M in Q3 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Strategic Wealth Investment Group held 32,459 shares of Global X MLP & Energy Infrastructure ETF worth $2.39M as of Q2 2026.
  • Strategic Wealth Investment Group sold 1,404 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $103K.
  • Global X MLP & Energy Infrastructure ETF made up 0.29% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #55 holding.
  • Strategic Wealth Investment Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Investment Group's Global X MLP & Energy Infrastructure ETF position peaked at $2.89M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.