TF
MLPX icon

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
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
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 $445B AUM 25.58% 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 $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Tandem Financial's MLPX Position: Q1 2026 in Review

Tandem Financial opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2026: 15,914 shares worth $1.18M. The stake represents 0.37% of the portfolio and ranks #47 among its holdings. This is a return to the name: Tandem Financial previously reported a position in MLPX as recently as Q3 2025.

Tandem Financial first reported a position in MLPX in Q2 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Tandem Financial held 15,914 shares of Global X MLP & Energy Infrastructure ETF worth $1.18M as of Q1 2026.
  • Global X MLP & Energy Infrastructure ETF was a new Tandem Financial position in Q1 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.37% of Tandem Financial's portfolio in Q1 2026, its #47 holding.
  • Tandem Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.