Wealthspire Advisors (New York)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Wealthspire Advisors (New York)’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	$738K	Hold	9,980	–	–	0.01%	471
2025 Q4	$604K	Buy	9,980 +500	+5%	+$29.9K	﹤0.01%	555
2025 Q3	$594K	Buy	9,480 +100	+1%	+$6.12K	﹤0.01%	496
2025 Q2	$588K	Buy	9,380 +325	+4%	+$19.7K	﹤0.01%	499
2025 Q1	$578K	Buy	9,055 +710	+9%	+$44.7K	﹤0.01%	484
2024 Q4	$505K	Buy	+8,345	New	+$496K	0.01%	514

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 $445B AUM 25.58% 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 $1.09B AUM 11.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Wealthspire Advisors (New York)'s MLPX Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q1 2026 at 9,980 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #471.

Wealthspire Advisors (New York) first reported a position in MLPX in Q4 2024 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Wealthspire Advisors (New York) held 9,980 shares of Global X MLP & Energy Infrastructure ETF worth $738K as of Q1 2026.
Wealthspire Advisors (New York) left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q1 2026.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #471 holding.
Wealthspire Advisors (New York) first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
341 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.