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 Q2	$189K	Sell	2,571 -206	-7%	-$15.1K	﹤0.01%	49
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 $1.89T 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

WestEnd Advisors's MLPX Position: Q2 2026 in Review

WestEnd Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 7.4% in Q2 2026, selling an estimated $15.1K and leaving 2,571 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #49.

WestEnd Advisors first reported a position in MLPX in Q1 2020 and has held it in 21 quarters since. The position peaked at $205K in Q1 2026. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

WestEnd Advisors held 2,571 shares of Global X MLP & Energy Infrastructure ETF worth $189K as of Q2 2026.
WestEnd Advisors sold 206 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $15.1K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #49 holding.
WestEnd Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and has held it in 21 quarters since.
WestEnd Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $205K in Q1 2026.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.