Wilkerson Advisory Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Wilkerson Advisory Group’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	$2.59K	Hold	35	–	–	﹤0.01%	537
2026 Q1	$2.57K	Buy	35 +1	+3%	+$68	﹤0.01%	525
2025 Q4	$2.08K	Buy	+34	New	+$2.04K	﹤0.01%	513

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

Wilkerson Advisory Group's MLPX Position: Q2 2026 in Review

Wilkerson Advisory Group held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 35 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Wilkerson Advisory Group first reported a position in MLPX in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Wilkerson Advisory Group held 35 shares of Global X MLP & Energy Infrastructure ETF worth $2.59K as of Q2 2026.
Wilkerson Advisory Group left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #537 holding.
Wilkerson Advisory Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.