WestEnd Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

WestEnd Advisors’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	$205K	Buy	2,777 +1,421	+105%	+$96.8K	0.01%	48
2025 Q4	$82.1K	Buy	1,356 +98	+8%	+$5.87K	﹤0.01%	58
2025 Q3	$78.9K	Buy	1,258 +103	+9%	+$6.3K	﹤0.01%	52
2025 Q2	$72.4K	Sell	1,155 -1	-0.1%	-$61	﹤0.01%	52
2025 Q1	$73.8K	Sell	1,156 -1,344	-54%	-$84.7K	﹤0.01%	53
2024 Q4	$151K	Sell	2,500 -273	-10%	-$16.2K	﹤0.01%	51
2024 Q3	$151K	Sell	2,773 -86	-3%	-$4.54K	﹤0.01%	48
2024 Q2	$146K	Sell	2,859 -249	-8%	-$12.3K	﹤0.01%	45
2024 Q1	$152K	Sell	3,108 -1,018	-25%	-$46.4K	﹤0.01%	45
2023 Q4	$184K	Sell	4,126 -461	-10%	-$20K	0.01%	47
2023 Q3	$194K	Buy	+4,587	New	+$195K	0.01%	43
2023 Q1	–	Sell	-2,795	Closed	-$114K	–	43
2022 Q4	$114K	Sell	2,795 -9	-0.3%	-$371	﹤0.01%	51
2022 Q3	$105K	Sell	2,804 -54	-2%	-$2.2K	﹤0.01%	55
2022 Q2	$109K	Buy	+2,858	New	+$120K	﹤0.01%	51
2022 Q1	–	Sell	-1,193	Closed	-$47K	–	47
2021 Q4	$42.1K	Buy	+1,193	New	+$44K	﹤0.01%	51
2021 Q3	–	Hold	0	–	–	–	47
2021 Q2	–	Sell	-1,235	Closed	-$42.7K	–	49
2021 Q1	$39K	Buy	1,235 +1,175	+1,958%	+$35.5K	﹤0.01%	44
2020 Q4	$1.62K	Buy	60 +3	+5%	+$76	﹤0.01%	54
2020 Q3	$1.26K	Sell	57 -21	-27%	-$520	﹤0.01%	55
2020 Q2	$1.94K	Sell	78 -910	-92%	-$21.9K	﹤0.01%	53
2020 Q1	$18.2K	Buy	+988	New	+$30.1K	﹤0.01%	51

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

WestEnd Advisors's MLPX Position: Q1 2026 in Review

WestEnd Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 105% in Q1 2026, buying an estimated $96.8K and bringing the position to 2,777 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #48.

WestEnd Advisors first reported a position in MLPX in Q1 2020 and has held it in 20 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

WestEnd Advisors held 2,777 shares of Global X MLP & Energy Infrastructure ETF worth $205K as of Q1 2026.
WestEnd Advisors bought 1,421 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $96.8K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of WestEnd Advisors's portfolio in Q1 2026, its #48 holding.
WestEnd Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and has held it in 20 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.