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Verdence Capital Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Verdence Capital 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 		$215K Sell
2,918
-26
-0.9% -$1.91K 0.01% 622
2026
Q1 		$218K Buy
+2,944
New +$200K 0.01% 593
2025
Q4 		– Sell
-6,000
Closed -$353K – 688
2025
Q3 		$353K Buy
+6,000
New +$367K 0.02% 550

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 22.94% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Verdence Capital Advisors's MLPX Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.88% in Q2 2026, selling an estimated $1.91K and leaving 2,918 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #622.

Verdence Capital Advisors first reported a position in MLPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $353K in Q3 2025. 166 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Verdence Capital Advisors held 2,918 shares of Global X MLP & Energy Infrastructure ETF worth $215K as of Q2 2026.
  • Verdence Capital Advisors sold 26 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $1.91K.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #622 holding.
  • Verdence Capital Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • Verdence Capital Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $353K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.