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Valley Forge Investment Consultants’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Valley Forge Investment Consultants’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 		$246K Hold
3,342
– – 0.06% 73
2026
Q1 		$247K Hold
3,342
– – 0.07% 72
2025
Q4 		$202K Hold
3,342
– – 0.06% 77
2025
Q3 		$210K Buy
+3,342
New +$204K 0.06% 77

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
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
G
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
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Valley Forge Investment Consultants's MLPX Position: Q2 2026 in Review

Valley Forge Investment Consultants held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 3,342 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #73.

Valley Forge Investment Consultants first reported a position in MLPX in Q3 2025 and has held it in 4 quarters since. The position peaked at $247K in Q1 2026. 218 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Valley Forge Investment Consultants held 3,342 shares of Global X MLP & Energy Infrastructure ETF worth $246K as of Q2 2026.
  • Valley Forge Investment Consultants left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.06% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #73 holding.
  • Valley Forge Investment Consultants first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Valley Forge Investment Consultants's Global X MLP & Energy Infrastructure ETF position peaked at $247K in Q1 2026.
  • 218 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.