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

Summit 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
Q1 		$580K Buy
7,849
+2,559
+48% +$174K 0.01% 945
2025
Q4 		$321K Buy
+5,290
New +$317K ﹤0.01% 1058

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's MLPX Position: Q1 2026 in Review

Summit Financial increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 48% in Q1 2026, buying an estimated $174K and bringing the position to 7,849 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #945.

Summit Financial first reported a position in MLPX in Q4 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Summit Financial held 7,849 shares of Global X MLP & Energy Infrastructure ETF worth $580K as of Q1 2026.
  • Summit Financial bought 2,559 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $174K.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #945 holding.
  • Summit Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.