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Wakefield Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Wakefield Asset Management’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 		– Sell
-10,845
Closed -$656K – 230
2025
Q4 		$656K Buy
+10,845
New +$650K 0.18% 149

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wakefield Asset Management's MLPX Position: Q1 2026 in Review

Wakefield Asset Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2026, closing a stake of 10,845 shares — an estimated $656K sold.

Wakefield Asset Management first reported a position in MLPX in Q4 2025 and held it in 1 quarter. The position peaked at $656K in Q4 2025. 341 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

  • Wakefield Asset Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
  • Wakefield Asset Management sold 10,845 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $656K.
  • Wakefield Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and held it in 1 quarter.
  • Wakefield Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $656K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Wakefield Asset Management's 13F filing for Q1 2026, filed 12 May 2026.