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 Q2	$1.48M	Buy	20,155 +658	+3%	+$48.4K	0.47%	43
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspan Partners's MLPX Position: Q2 2026 in Review

Wealthspan Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.4% in Q2 2026, buying an estimated $48.4K and bringing the position to 20,155 shares worth $1.48M. The position accounts for 0.47% of the portfolio, ranked #43.

Wealthspan Partners first reported a position in MLPX in Q2 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Wealthspan Partners held 20,155 shares of Global X MLP & Energy Infrastructure ETF worth $1.48M as of Q2 2026.
Wealthspan Partners bought 658 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $48.4K.
Global X MLP & Energy Infrastructure ETF made up 0.47% of Wealthspan Partners's portfolio in Q2 2026, its #43 holding.
Wealthspan Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.