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Trinity Legacy Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Trinity Legacy Partners’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 		$5.8M Sell
75,974
-223
-0.3% -$16.4K 1.16% 41
2026
Q1 		$5.42M Sell
76,197
-280
-0.4% -$19.1K 1.17% 38
2025
Q4 		$4.63M Buy
76,477
+924
+1% +$55.3K 1.06% 43
2025
Q3 		$4.42M Buy
75,553
+1,630
+2% +$99.7K 1.02% 44
2025
Q2 		$4.52M Buy
73,923
+516
+0.7% +$31.3K 1.1% 41
2025
Q1 		$4.47M Sell
73,407
-4,514
-6% -$284K 1.13% 39
2024
Q4 		$4.72M Buy
77,921
+2,075
+3% +$123K 1.22% 36
2024
Q3 		$4.36M Sell
75,846
-74
-0.1% -$3.91K 1.12% 42
2024
Q2 		$3.88M Buy
75,920
+1,231
+2% +$60.6K 1.1% 38
2024
Q1 		$3.66M Sell
74,689
-1,366
-2% -$62.2K 1.07% 36
2023
Q4 		$3.39M Buy
76,055
+537
+0.7% +$23.3K 1.07% 35
2023
Q3 		$3.2M Sell
75,518
-63,879
-46% -$2.72M 1.11% 34
2023
Q2 		$5.79M Buy
139,397
+12,523
+10% +$502K 2.03% 16
2023
Q1 		$5.07M Buy
126,874
+6,614
+5% +$270K 1.9% 20
2022
Q4 		$4.9M Buy
120,260
+4,620
+4% +$190K 1.95% 20
2022
Q3 		$4.33M Buy
+115,640
New +$4.71M 1.85% 21

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trinity Legacy Partners's MLPX Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.29% in Q2 2026, selling an estimated $16.4K and leaving 75,974 shares worth $5.8M. The position accounts for 1.16% of the portfolio, ranked #41.

Trinity Legacy Partners first reported a position in MLPX in Q3 2022 and has held it in 16 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Trinity Legacy Partners held 75,974 shares of Global X MLP & Energy Infrastructure ETF worth $5.8M as of Q2 2026.
  • Trinity Legacy Partners sold 223 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $16.4K.
  • Global X MLP & Energy Infrastructure ETF made up 1.16% of Trinity Legacy Partners's portfolio in Q2 2026, its #41 holding.
  • Trinity Legacy Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
  • 344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.