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

Warner Group’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 		$9.53M Buy
129,447
+55,849
+76% +$4.11M 2.35% 13
2026
Q1 		$5.44M Sell
73,598
-7,932
-10% -$540K 3.55% 9
2025
Q4 		$4.94M Sell
81,530
-10,016
-11% -$600K 3.04% 10
2025
Q3 		$5.74M Buy
+91,546
New +$5.6M 3.95% 9

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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Warner Group's MLPX Position: Q2 2026 in Review

Warner Group increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 76% in Q2 2026, buying an estimated $4.11M and bringing the position to 129,447 shares worth $9.53M. The position accounts for 2.35% of the portfolio, ranked #13.

Warner Group first reported a position in MLPX in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Warner Group held 129,447 shares of Global X MLP & Energy Infrastructure ETF worth $9.53M as of Q2 2026.
  • Warner Group bought 55,849 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $4.11M.
  • Global X MLP & Energy Infrastructure ETF made up 2.35% of Warner Group's portfolio in Q2 2026, its #13 holding.
  • Warner Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.