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Vista Investment Partners II’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Vista Investment Partners II’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
Q3 		$730K Buy
10,451
+502
+5% +$37.4K 0.29% 76
2026
Q2 		$733K Buy
+9,949
New +$731K 0.29% 83

Other funds holding MLPX

DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Vista Investment Partners II's MLPX Position: Q3 2026 in Review

Vista Investment Partners II increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 5% in Q3 2026, buying an estimated $37.4K and bringing the position to 10,451 shares worth $730K. The position accounts for 0.29% of the portfolio, ranked #76.

Vista Investment Partners II first reported a position in MLPX in Q2 2026 and has held it in 2 quarters since. The position peaked at $733K in Q2 2026. 37 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

  • Vista Investment Partners II held 10,451 shares of Global X MLP & Energy Infrastructure ETF worth $730K as of Q3 2026.
  • Vista Investment Partners II bought 502 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $37.4K.
  • Global X MLP & Energy Infrastructure ETF made up 0.29% of Vista Investment Partners II's portfolio in Q3 2026, its #76 holding.
  • Vista Investment Partners II first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Vista Investment Partners II's Global X MLP & Energy Infrastructure ETF position peaked at $733K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Vista Investment Partners II's 13F filing for Q3 2026, filed 15 Oct 2026.