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 Q2	$2.33M	Buy	31,693 +23,844	+304%	+$1.75M	0.03%	597
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 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

Summit Financial's MLPX Position: Q2 2026 in Review

Summit Financial increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 304% in Q2 2026, buying an estimated $1.75M and bringing the position to 31,693 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #597.

Summit Financial first reported a position in MLPX in Q4 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Summit Financial held 31,693 shares of Global X MLP & Energy Infrastructure ETF worth $2.33M as of Q2 2026.
Summit Financial bought 23,844 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.75M.
Global X MLP & Energy Infrastructure ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #597 holding.
Summit Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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