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

Tandem 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	$1.22M	Buy	16,516 +602	+4%	+$44.3K	0.37%	49
2026 Q1	$1.18M	Buy	+15,914	New	+$1.08M	0.37%	47
2025 Q4	–	Sell	-9,371	Closed	-$588K	–	78
2025 Q3	$588K	Buy	9,371 +1,913	+26%	+$117K	0.22%	62
2025 Q2	$467K	Buy	+7,458	New	+$453K	0.44%	37

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

Tandem Financial's MLPX Position: Q2 2026 in Review

Tandem Financial increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.8% in Q2 2026, buying an estimated $44.3K and bringing the position to 16,516 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #49.

Tandem Financial first reported a position in MLPX in Q2 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Tandem Financial held 16,516 shares of Global X MLP & Energy Infrastructure ETF worth $1.22M as of Q2 2026.
Tandem Financial bought 602 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $44.3K.
Global X MLP & Energy Infrastructure ETF made up 0.37% of Tandem Financial's portfolio in Q2 2026, its #49 holding.
Tandem Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.