VV
MLPX icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Verity & Verity's MLPX Position: Q1 2026 in Review

Verity & Verity reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.75% in Q1 2026, selling an estimated $12.1K and leaving 23,527 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #67.

Verity & Verity first reported a position in MLPX in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.18M in Q2 2020. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Verity & Verity held 23,527 shares of Global X MLP & Energy Infrastructure ETF worth $1.74M as of Q1 2026.
  • Verity & Verity sold 177 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $12.1K.
  • Global X MLP & Energy Infrastructure ETF made up 0.13% of Verity & Verity's portfolio in Q1 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 25 quarters since.
  • Verity & Verity's Global X MLP & Energy Infrastructure ETF position peaked at $8.18M in Q2 2020.
  • 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.