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

Wealthspan Partners’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	$1.44M	Buy	19,497 +964	+5%	+$65.6K	0.51%	41
2025 Q4	$1.12M	Buy	18,533 +189	+1%	+$11.3K	0.41%	44
2025 Q3	$1.15M	Buy	18,344 +367	+2%	+$22.4K	0.44%	40
2025 Q2	$1.13M	Buy	17,977 +859	+5%	+$52.2K	0.47%	39
2025 Q1	$1.09M	Buy	17,118 +891	+5%	+$56.1K	0.5%	35
2024 Q4	$983K	Buy	16,227 +6,311	+64%	+$375K	0.47%	40
2024 Q3	$540K	Buy	9,916 +3,605	+57%	+$190K	0.27%	63
2024 Q2	$322K	Buy	+6,311	New	+$311K	0.18%	77

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspan Partners's MLPX Position: Q1 2026 in Review

Wealthspan Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 5.2% in Q1 2026, buying an estimated $65.6K and bringing the position to 19,497 shares worth $1.44M. The position accounts for 0.51% of the portfolio, ranked #41.

Wealthspan Partners first reported a position in MLPX in Q2 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Wealthspan Partners held 19,497 shares of Global X MLP & Energy Infrastructure ETF worth $1.44M as of Q1 2026.
Wealthspan Partners bought 964 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $65.6K.
Global X MLP & Energy Infrastructure ETF made up 0.51% of Wealthspan Partners's portfolio in Q1 2026, its #41 holding.
Wealthspan Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.