Three Bearings Fiduciary Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Three Bearings Fiduciary Advisors’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	$57.6K	Hold	782	–	–	0.05%	78
2026 Q1	$57.8K	Hold	782	–	–	0.06%	78
2025 Q4	$51.1K	Buy	+782	New	+$46.8K	0.05%	79

Other funds holding MLPX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Three Bearings Fiduciary Advisors's MLPX Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 782 shares worth $57.6K. The position accounts for 0.05% of the portfolio, ranked #78.

Three Bearings Fiduciary Advisors first reported a position in MLPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.8K in Q1 2026. 204 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Three Bearings Fiduciary Advisors held 782 shares of Global X MLP & Energy Infrastructure ETF worth $57.6K as of Q2 2026.
Three Bearings Fiduciary Advisors left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up 0.05% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #78 holding.
Three Bearings Fiduciary Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $57.8K in Q1 2026.
204 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.