Verity & Verity’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Verity & Verity’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	$1.73M	Sell	23,442 -85	-0.4%	-$6.25K	0.12%	67
2026 Q1	$1.74M	Sell	23,527 -177	-0.7%	-$12.1K	0.13%	67
2025 Q4	$1.43M	Hold	23,704	–	–	0.11%	75
2025 Q3	$1.49M	Sell	23,704 -416	-2%	-$25.4K	0.12%	74
2025 Q2	$1.51M	Hold	24,120	–	–	0.13%	73
2025 Q1	$1.54M	Sell	24,120 -5,803	-19%	-$366K	0.14%	72
2024 Q4	$1.81M	Sell	29,923 -504	-2%	-$30K	0.17%	70
2024 Q3	$1.66M	Sell	30,427 -190	-0.6%	-$10K	0.16%	67
2024 Q2	$1.56M	Sell	30,617 -671	-2%	-$33K	0.17%	66
2024 Q1	$1.53M	Sell	31,288 -25	-0.1%	-$1.14K	0.17%	67
2023 Q4	$1.4M	Sell	31,313 -6,934	-18%	-$301K	0.16%	69
2023 Q3	$1.62M	Sell	38,247 -3,098	-7%	-$132K	0.2%	64
2023 Q2	$1.72M	Sell	41,345 -5,831	-12%	-$234K	0.21%	63
2023 Q1	$1.88M	Sell	47,176 -15,347	-25%	-$626K	0.24%	64
2022 Q4	$2.55M	Sell	62,523 -1,425	-2%	-$58.7K	0.33%	65
2022 Q3	$2.4M	Sell	63,948 -883	-1%	-$35.9K	0.39%	66
2022 Q2	$2.47M	Sell	64,831 -10,028	-13%	-$422K	0.38%	66
2022 Q1	$3.2M	Sell	74,859 -11,773	-14%	-$464K	0.44%	64
2021 Q4	$3.06M	Sell	86,632 -2,546	-3%	-$93.8K	0.44%	65
2021 Q3	$3.44M	Sell	89,178 -5,191	-6%	-$180K	0.51%	62
2021 Q2	$3.43M	Hold	94,369	–	–	0.54%	60
2021 Q1	$3.38M	Sell	94,369 -106,835	-53%	-$3.23M	0.55%	61
2020 Q4	$5.85M	Buy	201,204 +9,322	+5%	+$237K	1.11%	46
2020 Q3	$4.37M	Sell	191,882 -153,142	-44%	-$3.79M	0.96%	48
2020 Q2	$8.18M	Buy	345,024 +265,800	+336%	+$6.38M	1.95%	14
2020 Q1	$1.46M	Buy	+79,224	New	+$2.41M	0.41%	66

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Verity & Verity's MLPX Position: Q2 2026 in Review

Verity & Verity reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.36% in Q2 2026, selling an estimated $6.25K and leaving 23,442 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #67.

Verity & Verity first reported a position in MLPX in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.18M in Q2 2020. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Verity & Verity held 23,442 shares of Global X MLP & Energy Infrastructure ETF worth $1.73M as of Q2 2026.
Verity & Verity sold 85 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $6.25K.
Global X MLP & Energy Infrastructure ETF made up 0.12% of Verity & Verity's portfolio in Q2 2026, its #67 holding.
Verity & Verity first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and has held it in 26 quarters since.
Verity & Verity's Global X MLP & Energy Infrastructure ETF position peaked at $8.18M in Q2 2020.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.